Personal Lines Account Manager
Capstone Search Group, Cleveland, OH, United States
About the Role
As
Personal LinesAccount Manager , you joina fast-paced group that handles all personal risk management policies from A-to-Z for a largeinsurance agency’s Northeast Ohio team. They seek an experienced insurance professionalwho’s looking for new challenges and ways to advance their career in a close-knit group. Your primary focus will be to service middle market home and auto programs, but some private client accounts will be mixed in and will continue to be a larger part of your portfolio.
Duties & Responsibilities
Keys to your success include:
Ability to quickly process policy changes, additions, billing, claims status, and renewals
Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
Build and strengthen relationships with clients and internal stakeholders, helping the team achieve success through excellent retention, seeking out additional revenue opportunities, and improving service delivery
Skills & Experience
Several years of insurance experience servicing personal lines policies (home and auto) with a strong understanding of the full-cycle client service process including remarketing
Independent agency experience is required
State insurance license
#J-18808-Ljbffr
As
Personal LinesAccount Manager , you joina fast-paced group that handles all personal risk management policies from A-to-Z for a largeinsurance agency’s Northeast Ohio team. They seek an experienced insurance professionalwho’s looking for new challenges and ways to advance their career in a close-knit group. Your primary focus will be to service middle market home and auto programs, but some private client accounts will be mixed in and will continue to be a larger part of your portfolio.
Duties & Responsibilities
Keys to your success include:
Ability to quickly process policy changes, additions, billing, claims status, and renewals
Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
Build and strengthen relationships with clients and internal stakeholders, helping the team achieve success through excellent retention, seeking out additional revenue opportunities, and improving service delivery
Skills & Experience
Several years of insurance experience servicing personal lines policies (home and auto) with a strong understanding of the full-cycle client service process including remarketing
Independent agency experience is required
State insurance license
#J-18808-Ljbffr