Personal Insurance Account Manager - Hybrid Remote

About the role

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

Responsibilities

• Handle new and renewal business.
• Review insurance contracts for accuracy.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Work independently or as part of a team to support sales and drive agency revenue.
• Solve problems related to cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Qualifications

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to solve problems related to cancellations, claims, renewal issues, audits, receivables, and carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.