Personal Insurance Account Manager

Key Responsibilities

• Assist clients with policy changes, renewals, endorsements, proof of insurance, and coverage questions
• Support customers & producers by preparing and marketing personal insurance options
• Review client accounts for cross-sell opportunities and coverage needs
• Process incoming calls, emails, and mail related to client service requests
• Maintain accurate records in the agency management system
• Assist with policy changes,  payments, cancellations, and daily deposits
• Help clients submit claims and follow up with insurance carriers
• Build strong relationships with clients, producers, and carrier partners

 Qualifications

• High school diploma or equivalent is required
• One year of experience in a banking or insurance industry role is preferred.
• Valid insurance licenses in Property & Casualty are a plus or ability to obtain within first 60 days of employment. 
• Positive attitude with superior customer service and interpersonal skills
• Excellent written and verbal communication skills
• Ability to manage multiple tasks in a fast-paced environment.