Licensed Insurance Personal Lines Account Manager - Boca Raton, United States - Park Associates Inc

Description

Job Description

The Personal Lines Account Manager is responsible for the day-to-day servicing of assigned accounts. You will work both independently and alongside producers in the new business and renewal insurance process. This is a dynamic role where you will be responsible for retaining your clients, fostering current/new relationships, managing clients insurance needs, positively interacting with your peers, and protecting/expanding your book of business.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

Mon-Fri Schedule

Evenings Off

Retirement Plan

• Onboard new business, cross sales/account rounding and referrals.
• Educates clients on insurance/risk related issues.
• Prepare quotes, proposals, and summaries of insurance, making sales presentations, and closing sales.
• Answering clients requests in a timely manner in accordance with agency standards.
• Gathering renewal insurance information, completing applications, and making insurance recommendations for designated accounts in accordance with agency and company guidelines.
• Manage desk workload in accordance with agency procedures.

• Florida Property & Casualty insurance license (2-20 insurance license)
• Minimum 3 years prior of Property & Casualty insurance experience
• High level of accountability, positive attitude and a hunger for knowledge are a must
• Excellent Communication, interpersonal skills, self-starter
• Driven and goal-oriented