Personal Lines Associate Account Manager

We are looking for a customer-focused Personal Lines Associate Account Manager who is eager to learn and serve as a point of contact for our clients. This position is focused on understanding the basics of insurance coverage and assisting in data entry and rating quotes while remaining clear of errors.

Requirements

• Prepare for the property and casualty licensing exam, and participate in Total CSR courses
• Work collaboratively on a team to monitor and complete tasks in different workflows
• Maintain client files in the agency management system following standard company policies and procedures
• Develop relationships with partner insurance carriers and underwriting teams
• Assist in sending ID cards, handling non-complex endorsements, processing cancellations, answering billing questions, and responding to voicemails in a timely, accurate manner
• Remarket renters and auto policies, and generate toy quotes for clients
• Assist in greeting and handling customer walk-ins, along with drop-off payments
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Attend and participate in personal lines meetings, training, and classes
• Continue professional development; pursue and maintain licensing and designations as applicable

Benefits

• Comprehensive benefits package
• 401(k) plan
• Health, dental, vision, short-term and long-term disability, life, long-term care
• Paid time off
• Paid holidays
• Hybrid work opportunities
• Continuing professional education and development
• Volunteer time off