Personal Lines Account Manager

3 days ago

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Provence Financial & Insurance Services Group

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Insurance • Insurance Brokerage • Insurance Agency

11 - 50 employees

💸 Finance

🏢 Enterprise

Description

• Provide consistent, accurate and timely communication to clients through verbal and written correspondence • Call new and existing insureds for cross sell opportunities, quote and bind personal lines policies and retain accounts to deepen relationships with our client • Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly • Respond to clients’ needs by producing binders, certificates, policies and other related items • Maintain client files in our Agency Management System for processing all transactions • Process daily incoming mail, emails, voice mails and faxes follow up to ensure timely responses • Renew policies by agency standards • Maintain client files accurately and consistently documenting conversations • Adhering to all other automation procedures • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines

Requirements

• 1 Year of Insurance, customer service and or sales experience. • Active Property and Casualty Insurance License for California and/or Nevada • Ability to organize, prioritize and self-manage workload. • Ability to work in a team environment, with a positive attitude and willingness to help others. • Able to work under pressure and time constraints. • Strong written and verbal communication skills.

Benefits

• Base Salary, with incentive and bonus opportunities • Company sponsored medical plan, vision, dental insurance, supplemental, PTO and 401k plan • Career path opportunities • Additional Provence perks