Personal Lines Account Manager
Capstone Search Group, Orlando, FL, United States
About the Role
An independent insurance agency in Orlando with a growing personal lines practice has an immediate hiring need for a
Personal Lines Account Manager
to assist with high-net-worth accounts. In this role you help coordinate service deliverables, assist with obtaining and reviewing coverage/quotes, and ensure clients have questions about their insurance policies addressed in a timely fashion.
Duties & Responsibilities
Complete and submit applications to insurance company underwriters or use online rating platforms to obtain home, auto, and umbrella quotes
Gather information to help the service team manage expiration dates and plan for client renewals
Resolve issues related to billing, coverage changes, auto ID cards, and more
Skills & Experience
At least two (2) years of personal lines insurance industry customer service related experience
Strong computer skills—Microsoft Word, Excel, and online computer rating systems from carriers
Active state insurance license
#J-18808-Ljbffr
Personal Lines Account Manager
to assist with high-net-worth accounts. In this role you help coordinate service deliverables, assist with obtaining and reviewing coverage/quotes, and ensure clients have questions about their insurance policies addressed in a timely fashion.
Duties & Responsibilities
Complete and submit applications to insurance company underwriters or use online rating platforms to obtain home, auto, and umbrella quotes
Gather information to help the service team manage expiration dates and plan for client renewals
Resolve issues related to billing, coverage changes, auto ID cards, and more
Skills & Experience
At least two (2) years of personal lines insurance industry customer service related experience
Strong computer skills—Microsoft Word, Excel, and online computer rating systems from carriers
Active state insurance license
#J-18808-Ljbffr