10 дней назад
Property & Casualty Account Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Property & Casualty Account Manager (Insurance): Managing an existing client portfolio and developing new client relationships while recommending suitable property and casualty insurance products and carriers with an accent on policy administration, compliance, and client service. Focus on identifying client needs, completing policy documentation, maintaining accurate records, and resolving customer issues.
Location: CIG - Longview, Texas; also listed in Tyler, Texas, Waco, Texas, Las Vegas, Nevada, Oklahoma, and Oregon
Company
is an independent insurance distribution company with an insurtech focus, supporting agents and clients across the United States.
What you will do
- Manage an existing portfolio of property and casualty insurance clients.
- Build relationships with prospective clients through networking.
- Assess client needs and recommend suitable insurance policies and carriers.
- Complete policy documentation and maintain accurate records.
- Monitor changes in insurance products, compliance requirements, and regulations.
- Respond to and resolve client questions and complaints professionally.
Requirements
- General Property & Casualty Insurance License for Texas, Nevada, Oklahoma, and/or Oregon, or willingness to obtain one within the first 90 days.
- High school diploma or GED.
- Experience with agency account management software such as Applied Epic or PL Rater.
- Proficiency in Microsoft Excel.
- Strong time-management, prioritization, attention to detail, analytical, and problem-solving skills.
- Ability to support clients by phone and email, sit for extended periods, and work independently or as part of a team.
Culture & Benefits
- Family-like work environment with professional development opportunities.
- People-focused culture with ongoing support.
- Competitive compensation package and employee benefits.
- Opportunity to work in a hyper-growth insurance and insurtech organization.
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