Client Support: Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
Policy Management: Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
Problem Resolution: Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
Collaboration: Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.

P&C License: Must hold a current Property & Casualty license.
Experience: A minimum of 2 years of experience as an insurance CSR is required, with a preference for candidates who have prior independent agency experience.
Skillset: Strong organizational skills, excellent attention to detail, and a customer-focused mindset.

Personal Lines Account Manager – Insurance

Key skills