Personal Lines Insurance Account Manager
On-siteAltamonte Springs, Florida, United States
Job Summary
Manage an assigned personal lines insurance book of business by delivering client service and ensuring productivity, quality, and service standards are met. Implement client insurance policy administrative processes, including tracking, renewals, new policy set-up, online rating, invoicing, accounts receivables monitoring, audit, contract review, finance contact preparation, and policy review. Maintain current, accurate data in the Applied Epic agency management system and provide high-level, responsive customer service while cross-selling to new and existing clients. Requires an active Florida 4-40, 2-20, or 20-44 license and 3+ years of experience servicing personal lines accounts.
Required Qualifications
- Minimum of an Active Florida 4-40 (Customer Representative License), 2-20 (Property and Casualty License), or 20-44 (Personal Lines Agent)
- 3+ years experience servicing Personal Lines Insurance Accounts
- Ability to perform in a fast-paced environment
- Excellent verbal and written communication skills with prompt response times
- Knowledge of insurance products and their application to business
- Professional phone/office etiquette
- Maintains a cordial and professional relationship and has a strong service focus
- Ability to perform at a high volume with a high degree of accuracy
- Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others
- Ability to cross-sell to new and existing clients
Desired Qualifications
- Applied Epic experience is a plus
- Bilingual is a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.