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APR: Personal Lines Account Manager


This is a Contract position in White Oak, NC posted October 22, 2021.

Personal Lines Account Manager (Primarily service and some sales)Location: Apex, NCSalary: $40,000-50,000 (Base Salary) + commissions on new business salesIndependent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producer and insurance company representatives.Responsibilities will include:Support and service a wide range of personal lines accountsSupport agency producers with customer service related tasks.Handle incoming new business sales calls or walk-in business as neededCross-sell or account rounding as needed ensuring clients have appropriate coverageLiaison between clients, producers and insurance company representatives.Certificates, endorsements, binders, and first claimsMarketing, quoting, rating of new client business and account renewals.Requirements:Property & Casualty Insurance License RequiredExperience with auto, home, boat, and recreational policiesMinimum 3-5 years Independent Agency experienceExperience with insurance salesExperience with account rounding/ cross-sellingKnowledge of Microsoft Excel, Word and related softwareExperience using TAM agency management systems is strongly preferred.Experience with high net worth clients is a plusAll inquiries will be kept confidential