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    Personal Lines Account Manager - Salt Lake City, United States - APR

    APR
    APR Salt Lake City, United States

    2 weeks ago

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    Description

    Job Description

    Job Description
    Insurance Personal Lines Account Manager

    Location:
    Salt Lake City, UT (hybrid remote once established)


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


    Benefits:
    Comprehensive benefits package and matching 401K


    Summary of Position

    Independent insurance agency is seeking a licensed personal lines account manager or personal lines CSR to service a book of personal insurance accounts.

    The insurance agency will require the personal lines account manager to respond to client calls about policy changes, updates and coverage questions, plus consult with clients on potential bundle saving opportunities.

    Up selling clients may be required to ensure clients have the appropriate amount of insurance 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 producer and insurance company representatives.


    Responsibilities will include:

    Support and service a wide range of personal lines accounts
    Support agency producers with customer service related tasks.
    Handle incoming new business sales calls or walk-in business as needed
    Cross-sell or account rounding as needed ensuring clients have appropriate coverage
    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, boat, and recreational policies
    Minimum 3-5 years Independent Agency experience
    Experience with insurance sales
    Experience with account rounding/ cross-selling
    Knowledge of Microsoft Excel, Word and related software
    Experience using Applied (TAM or EPIC) or AMS 360 agency management systems is strongly preferred.
    Experience with high net worth clients is a plus


    All inquiries will be kept confidential
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