Personal Insurance Account Manager

Company Name: The Jonus Group
Location: USA
Posted by:

Tamana Bhangu

Tamana Bhangu

Insurance Recruiter at The Jonus Group

Responsibilities Include

• Ability to handle all types of personal lines insurance
• Order and process renewal & change requests
• Maintaining thorough knowledge of all coverages and to clearly explain/sell on new business and recommend enhancements to current customers
• Assist clients with claims
• Create quotes & presentations
• Assist in retaining accounts: follow up on cancellations & Broker of Record Letters
• Cross sell & round out accounts
• Liaison between clients and carriers
• Certificates, endorsements, binders, and claims
• Reviewing insurance company communications daily
• Processing all in-coming and out-going mail
  
  

Requirements

• Must have an active P & C Insurance License
• 3+ years in a retail agency environment
• Must be able to use applicable rating programs
• Must have excellent presentations & communication skills
• Strong negotiation skills
• Ability to work in a fast-paced office environment
• Ability to meet deadlines
• Proficient with personal lines insurance and understand insurance contracts
• Organizational skills are a must
• Ability to work in a team environment
• Must maintain a professional appearance
• Aptitude for, or demonstrated working knowledge of, sales force automation technologies and/or experience applying these technologies in the sales process
  

Great compensation package and competitive salary

• Seniority level

  Associate

• Employment type

  Full-time

• Job function

  Customer ServiceInformation Technology

• Industries

  Staffing and RecruitingInsuranceFinancial Services