• Personal Lines Account Manager II

    Location US-FL-Panama City Beach | US-FL-Miramar Beach
    Posted Date 3 months ago(9/26/2018 11:37 AM)
    Job ID
    Regular Full-Time
    Job Grade
    FLSA Status
    Working Hours
    8am - 5pm
    Job Location: Company
    Bay County Beach 1 - 7203
  • Overview

    The purpose of this job is to aid clients with service needs and provide assistance for Personal Lines coverage of new and renewal personal lines.


    · Market renewal business when appropriate and provide high degree of customer service; may market new business.
    · Actively solicits increases in coverage or rounding out accounts through sales to clients at every service contact.
    · Submits applications via Internet to appropriate carriers, and follows up to ensure timely receipt of policies or quotations.
    · Maintains orderly electronic files and information, following agency standards.
    · Proactively services client accounts and anticipating clients' needs. Informs clients of policy changes, exclusions of coverage and insurance coverage needs.
    · Explains coverage and exclusions to clients. Uses service contact as opportunity to review and market appropriate coverage. Proactively works with and advises clients on renewal strategies/market placements/coverage issues.
    · Other duties and responsibilities as assigned.


    · High school diploma
    · College degree desired
    · Two (2) years of insurance experience with Personal Lines in an agency environment or insurance company-
    OR-Two (2) years in a Personal Lines Account Manager I position or equivalent -OR-Completion of the Insurance Development Associate Program with one (1) year experience in an agency sales support position
    · Must have 440 Florida license OR Florida 220 license
    · CISR, ACSR, AAI, or CPSR designation preferred
    · Working knowledge of Applied Agency Management Systems preferred
    · Understand and be able to explain all lines of insurance
    · Knowledge of insurance rating and underwriting products
    · Self-starter, creative with excellent oral and written communication skills
    · Ability to make timely informed decisions
    · Time management skills
    · Ability to train others preferred


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