Personal Lines Client Account Manager Sr
Core
Manage a book of personal lines clients, deliver exceptional service, and support business development initiatives.
Role type
Senior Personal Lines Client Account Manager
Builds
Personal lines insurance policies and client retention strategies
Domain
Insurance / Personal Lines
Required skills
Personal lines insurance market knowledge, regulatory compliance, client retention, coverage analysis, proposal preparation, cross-selling, policy administration, carrier relations, AMS360 proficiency, MS Office Suite
Preferred skills
Bachelor's degree in business or Finance, mentorship experience
Technologies
AMS360, MS Office Suite
Responsibilities
Manage and retain a book of personal lines clients, analyze customers' loss exposures and determine coverage needs, prepare proposals and present recommendations, generate new business through cross-selling, assist customers with coverage changes and billing issues, complete policies and underwriting specifications, issue certificates of insurance and binders, maintain relationships with insurance carriers and vendors, review policies and renewals for accuracy, maintain accurate records in agency management systems
Seniority
Senior, hands-on IC