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Personal Lines Account Manager

Company: APR
Location: Buffalo
Posted on: January 15, 2022

Job Description:

Location: Buffalo, NY

Salary: $55,000-75,000 (Depending on experience and qualifications)

Independent insurance agency is seeking a licensed personal lines account manager to service a book of personal insurance accounts. The account manager will respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities. Cross selling monoline clients may be required to provide better personal lines coverage and protection. This insurance account manager candidate will be responsible for providing timely and professional day-to-day client service working closely with the personal lines producers.

Responsibilities will include:

  • Support and service a wide range of personal lines accounts
  • Support agency producers with customer service related tasks.
  • 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, and recreational vehicle policies
    • Minimum 3-5 years Independent Agency experience
    • Knowledge of Microsoft Excel, Word and related software
    • Experience using Applied Agency Management System (TAM or EPIC or AMS 360) is strongly preferred.
    • Experience with high net worth clients is a plusAll inquiries will be kept confidential

Keywords: APR, Buffalo , Personal Lines Account Manager, Executive , Buffalo, New York

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