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Personal Lines Account Manager

Company: Professional Employment Services
Location: Fairfield
Posted on: March 22, 2020

Job Description:

Insurance Agency company description: Our Insurance Agency has been established since 1947 and we have a book of long time clients remaining, many of which we lose by attrition gradually. The smaller premium size clients have been falling off over the past few years as we focus on account rounding and higher net worth clients. Job Responsibilies: Personal Lines Account Manager Perform all account transactions including applications, quotations, ID cards, endorsements, binders, Claims, renewals, follow-up, and correspondence. Maintain all client files in the agency management system with full policy detail and use the system for all transactions, notes and diaries. Respond to client inquiries, incoming mail, company requests, and producers' needs on a timely basis. Conduct annual coverage surveys and recommend/sell additional coverages and/or increases in limits. Review new business, renewals, endorsements as needed to insure items are received as ordered. Participate in educational seminars/classes for improvement of insurance/sales skills. Maintain knowledge of current underwriting requirements of contracted insurance carriers. Maintain knowledge of policy provisions and any changes in these provisions. Participate in agency planning for personal lines department growth. Job Requirements: A must have an active Property and Casualty Insurance License. Must have a insurance brokerage background minimum of 3-5+ years. Computer literate MS Word, Excel, agency management experience. We are on EPIC system. Excellent communications and written skills. Able to present insurance coverage to the client and create/delivery presentations. Able to multi-task, organized, time management skills and prioritize.

Keywords: Professional Employment Services, Fairfield , Personal Lines Account Manager, Executive , Fairfield, California

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