MicroNet Template

Personal Lines Account Manager

Collens-Wagner Agency, Inc.
Job Description
Summary: We are seeking a personal lines account manager to become part of our team. The account manager will be responsible for servicing, growing and maintaining a book of personal lines business. If you are detail oriented and self-motivated we would like to hear from you.

Duties:  Essential Duties & Responsibilities:

1. Maintain account files according to established procedures
2. Service, cross sell, and maintain their book of business
3. Provide quotes for new and existing business
4. Process renewals, endorsements, evidence of insurance, and cancellations
5. Analyze coverage & provide advice to insureds on coverage limits & gaps
6. Establish & build relationships with customers, carriers & fellow employees
7. Responsible for maintaining the integrity of client and policy information in the agency management system

Qualifications:
1. Property and Casualty insurance license
2. Strong technical knowledge of coverage in all personal lines insurance
3. Excellent written and verbal communication skills
4. High level of computer proficiency
5. Personal lines account manager experience
Contact Information