Insurance Account Manager

Job Description Remote role PST location preferred. This is a culture of caring. Our long-term employees can attest We are expanding and have an opening for top performing Personal Lines Account Manager to join our award-winning team Responsible for professionally controlling the day-to-day affairs of our accounts. The Account Manager is broadly responsible for internal management of our insurance customers including analyzing policies, planning workflow, and controlling marketing. Benefits Compensation based on experience and knowledge. Full benefit package. Responsibilities Obtain information and evaluate which markets to approach. Responsible of controlling and directing the marketing process. Must analyze options to be explored in terms of coverage, limits, deductibles, pricing, etc Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors and omission claims. Send bind request to carrier and prepare binders, evidence of insurance and I.D. cards for the insured. Coordinate inspections with insured and inspection company hired by the carrier. Valuates completed appraisals/inspections and forward to the insured listing the inspector’s findings, recommendations and requirements. Requirements Property/Casualty Broker/Agent license Five (5) years proven experience. Applied Epic Agency Management System. CIC or CISR designation preferred Broad personal insurance knowledge and demonstrated ability to successfully handle larger and more complex accounts. Excellent business writing, communication and organization skills. with high School Diploma / College degree preferred. Computer skills necessary to perform the essential functions of the job (i.e. spreadsheets, database, word processing and insurance software) Other applicable insurance designations (i.e. CPCU, CIC, CISR, etc.)

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