Personal Lines Account Manager

Responsibilities

Providing the best-level of customer service/support to all clients’ accounts
Rate and prepare quotations when necessary
Mail binders and ID cards to insureds
Mail, fax or email application to company and suspend for receipt of policy
Handle client telephone and mail requests for information, endorsements, cancellations and other services as required
Assist with accounts receivable control
Document all conversations with insured and/or other interested parties
Complete policy rewrites when necessary
Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
Maintain and update the AMS 360 and Image Right database timely and accurately
Inform company and client of errors in polices or endorsements
Licenses & Certifications

Florida 2-20 Property & Casualty license or 4-40 Customer Representative license
We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.
Qualifications

3 years Industry Experience
Knowledge of customer service functions such as rating, marketing, claims handling and coverage information
Strong commitment to service for the agency's clients
Effective written and verbal communications skills
Effective and efficient use of computer and related equipment
Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently
Benefits & Total Well-Being

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
Equal Opportunity Employer

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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