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Personal Lines Account Manager

Company: APR
Location: Mesa
Posted on: May 9, 2022

Job Description:

Personal Lines Account Manager (sales and service)

Location: Phoenix, AZ or Mesa, AZ

Salary: 55-65K Base Salary + commissions on new business sales

Comprehensive benefits package

(Depending on experience and qualifications)

Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts. The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Up selling clients may be required to ensure clients have the appropriate amount of insurance protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the agency's Commercial clients to provide them Personal Lines Insurance. High net worth experience is preferred.

This position is open to partial remote or fully remote work for someone with proven and demonstrated work ethic and remote performance. Local candidates are preferred for the remote option.

Responsibilities will include:

  • Support and service a wide range of personal lines accounts
  • Support agency producers with customer service related tasks.
  • Handle incoming new business sales calls or walk-in business as needed
  • Cross-sell or account rounding as needed ensuring clients have appropriate coverage
  • Liaison between clients, producers and insurance company representatives.
  • Certificates, endorsements, binders, and first claims
  • Marketing, quoting, rating of new client business and account renewals.Requirements:
    • Property & Casualty Insurance License Required
    • Experience with auto, home, boat, and recreational policies
    • Minimum 5 years Independent Agency experience
    • Experience with insurance sales
    • Experience with account rounding/ cross-selling
    • Knowledge of Microsoft Excel, Word and related software
    • Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
    • Experience with high net worth clients is a plusAll inquiries will be kept confidential

Keywords: APR, Mesa , Personal Lines Account Manager, Executive , Mesa, Arizona

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