Personal Lines Account Manager

About the role

Provide full-service customer account support for an insurance agency’s prospective and existing clients. Duties may evolve as business conditions change.

Responsibilities

• Enter new client and policy information into the agency system.
• Communicate with clients via phone, email, text, mail, fax, and in-person meetings.
• Modify client and policy information in the system as necessary.
• Update information for renewal policies.
• Provide letters to clients.
• Create and electronically transmit certificates of insurance upon request (fax/email).
• Follow up on insurance claims as appropriate.
• Request quotes for policy renewals from insurance companies and provide to agent/client.
• Rate policy quotes using agency-based or web-based software.
• Take claim information from clients and process in a timely manner.
• Complete all necessary forms required by insurance companies.
• Complete daily assignments as directed by management.

Requirements

• High school diploma or GED.
• Resident Property & Casualty (P&C) Producer License required.
• Two years of Personal Lines insurance experience preferred.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with AMS360 is preferred.

Benefits

• Health insurance
• Dental insurance
• Paid time off
• Sick leave

Pay

Base salary plus commission opportunities with significant earning potential.

Schedule

• Full-time
• 8-hour day shift

Work Location

In person – Salt Lake City, UT