Personal Lines Account Manager
BR Insurance Group, Inc. · Florida, United States · 1 wk ago
RemoteRemoteCustomer ServicePart-time
Job Responsibilities
- Process renewals for Personal Lines policies, ensuring accuracy, timely follow-up, and seamless continuation of coverage.
- Issue certificates of insurance and related policy documents in accordance with client and carrier requirements.
- Maintain and update client accounts within the agency management system (Agency Matrix) to ensure accurate policy information and detailed activity notes.
- Attach and organize policy documents, correspondence, and client files within the management system for efficient recordkeeping.
- Respond promptly and professionally to client and carrier emails, providing excellent customer service and policy support.
- Process policy changes, endorsements, cancellations, and reinstatements as needed.
Minimum Requirements
- Licenses: Property & Casualty (ANY state)
- 2 years of Personal Lines insurance experience with an independent insurance agency
Preferred Skills
- Some College; No Degree
- Licenses: Property & Casualty (FL)
- Areas of Expertise: Dwellings, Flood/Wind/Hail, High Value Homes, Homeowners & Renters, Motorcycles & ATVs, Personal Auto, Personal Liability/Personal Umbrella
- Management Rating Systems: Agency Matrix (will train)
- Computer Skills: Adobe, DocuSign, Zoom