ROLE RESPONSIBILITIES

• Client Relationship Management: Cultivate and maintain strong relationships with personal lines insurance clients.
• Review policies for accuracy and coverage gaps; provide recommendations to clients as needed
• Policy Maintenance: Handle policy changes, endorsements, and renewals efficiently and accurately.
• Respond promptly to client inquiries and provide professional guidance on coverage
• Claims Support: Assist clients in the claims process and ensure their needs are met.
• Work closely with carriers and underwriters to negotiate terms and resolve issues
• Maintain accurate and up-to-date client records in Applied Epic
• Support account retention through proactive communication and relationship management

QUALIFICATIONS

• Experience: A minimum of 3 years of experience as a Personal Lines Account manager
• Licensing: Must hold a valid P&C insurance license.
• Communication: Excellent verbal and written communication skills.
• Customer Focus: A commitment to delivering top-notch customer service.
• Organizational Skills: Strong organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines
• Team Player: Ability to work effectively within a team and collaborate with colleagues.
• Applied Epic experience preferred