Personal Lines Account Manager
The Jonus Group
Nashville, TN
Job Description
Personal Insurance Account Executive
Established agency seeking to add a personal insurance account manager.
Responsibilities include :
- Account handling
- Client presentations and ability to resolve client concerns and issues
- Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
- Liaison between clients and carriers
- Ability to cross sell and help walk-in / phone- sales questions
- Quoting both new and renewal business
- Ability to handle all types of personal insurance
- Order and process renewal & change requests
- Advise of coverage recommendations and assist clients with claims
- Assist in retaining accounts : follow up on cancelations & Broker of Record Letters
- Cross sell & round out accounts
Requirements :
- Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
- Must have excellent presentation and communication skills
- Ability to multi-task and work in fast paced environment
- Ability to work within a team environment
- Ability to self-direct the completion of job duties
LI-KR1
Full-time
Personal Insurance Assistant Account Manager
The Jonus Group
Dallas, TX
Job Description
Personal Insurance Account Manager
Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.
Qualifications :
- Previous experience working with personal lines coverage in a brokerage / agency setting.
- Experience maintaining client relationships.
- Negotiate with carrier underwriters on behalf of clients for best rates.
- Ability to handle new and renewal submission.
- Prior experience quoting binding and issuing policies.
- Experience working with multiple carriers and rating systems.
- Overall account management.
Requirements :
- Proven customer service and sales skills.
- Excellent organizational skills.
- Ability to self-direct the completion of job duties.
- Must hold Property & Casualty License.
LI-DR1
Full-time