15 часов назад
Personal Lines Account Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Lines Account Manager (Personal Insurance): Managing and servicing a high-volume book of standard personal lines clients with an accent on coverage guidance, policy reviews, renewals, and client relationships. Focus on analyzing coverage options, coordinating carrier placement, preparing accurate quotations, and maintaining service records in AMS/EPIC.
Location: Remote - Wisconsin
Company
is part of the Brown & Brown team of insurance companies.
What you will do
- Serve as a trusted advisor to standard personal lines clients and provide consultative insurance guidance.
- Build and maintain effective relationships with internal and external customers, producers, office leaders, clients, and carriers.
- Service existing accounts and develop new business opportunities across a high-volume, fast-paced book of business.
- Manage service, marketing, and policy communication records in AMS/EPIC.
- Support renewal retention, account rounding, coverage recommendations, and continuous policy coverage.
- Review policies, analyze coverage, recommend carrier placement options, and prepare quotations for additional coverage.
Requirements
- 3–5 years of personal lines client management experience.
- Valid P&C broker’s license.
- Extensive knowledge of personal lines underwriting coverage and procedures.
- Ability to clearly explain insurance products and plans to clients and underwriters.
- Proficiency with insurance agency management systems; experience with AMS 360, Work Smart, and EPIC is preferred.
Nice to have
- Industry designations such as CISR, CIC, or similar.
Culture & Benefits
- Full-time remote work from Wisconsin.
- Regular collaboration with colleagues and producers from other offices.
- Mentorship responsibilities for PL Select Assistant Account Specialists.
- Occasional travel is required.
- The role includes office-based physical demands such as regular sitting, hearing, reaching, and lifting or moving up to 10 pounds.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
5 часов назад
Personal Lines Account Manager (CST)
55 000 - 65 000$
2 дня назад
Commercial Insurance Account Manager
1 день назад
Private Client Relationship Manager (Insurance)
85 000 - 115 000$
2 дня назад
Assistant Account Manager (P&C)
2 дня назад
Assistant Account Manager - Commercial Lines
7 дней назад