Personal Lines Account Manager (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Personal Lines Account Manager (Insurance): Managing a book of Property/Casualty business and providing day-to-day servicing for clients with an accent on policy issuance and client relationship management. Focus on executing quotes, processing endorsements, and maintaining accurate records in the Applied/Epic system.
Location: Foley, Minnesota
Salary: $26–$30 per hour
Company
is a professional services firm providing risk management and insurance solutions to help business owners and individuals protect their assets.
What you will do
- Manage the day-to-day operations of an assigned book of Property/Casualty business.
- Quote new business, collect necessary client data, and issue Evidence of Insurance.
- Build and maintain ongoing professional relationships with clients.
- Process billing for new and renewal policies as well as client change requests.
- Execute endorsements and ensure accuracy in the Applied/Epic system and shared drives.
- Generate ID cards and certificates of insurance while performing preliminary policy reviews.
Requirements
- 2–3 years of experience in the insurance industry.
- Basic knowledge of Property and Casualty insurance coverage.
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
- Strong organizational skills and high attention to accuracy and detail.
- Ability to manage multiple client needs and multitask effectively.
Nice to have
- Experience working with the Applied/Epic agency management system.
Culture & Benefits
- Health, wellbeing, and retirement financial benefits.
- Paid time off and overtime pay for non-exempt employees.
- Robust learning and development programs to support career growth.
- Reimbursement for job-related expenses per company policy.
- A culture focused on diversity, equity, and inclusion where employees feel valued and supported.
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