Job Description Personal Lines Insurance Account Manager - Bilingual (Spanish/English) Established agency seeking to add a personal lines account manager to their team.
Responsibilities Include
Handling home and auto accounts
Client presentations and ability to resolve client concerns and issues
Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
Liaison between clients and carriers
Ability to cross sell and help walk-in/phone- sales questions
Ability to handle all types of personal insurance
Order and process renewal & change requests
Advise of coverage recommendations and assist clients with Insurance claims
Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
Cross sell & round out accounts
Requirements
Must have an active P&C license
Must be English and Spanish speaking
Must have working knowledge of agency management software *Applied Epic Preferred
Must have excellent presentation and communication skills
Ability to multi-task and work in fast paced Insurance environment
Ability to work within a team environment
Ability to self-direct the completion of insurance related job duties