Gestor de Cuentas de Líneas Personales

The Barclay Group; Audubon (NJ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

IRA

Health insurance

Paid time off

Job summary

The Barclay Group in Audubon, NJ, is seeking a dedicated account manager for personal lines insurance. The role involves daily account management, providing expert coverage advice, and maintaining robust client relationships. Candidates should have a minimum of 3 years in personal lines insurance and hold an active Property and Casualty license.

This full-time position offers a collaborative environment where detail-oriented professionals can thrive. The schedule is Monday to Friday, with opportunities for commission-based supplementary pay.

Qualifications

• Minimum of 3 years of experience in personal lines insurance.
• Active Property and Casualty insurance license required.
• Strong knowledge of personal lines products and coverage options.

Responsibilities

• Daily account management of an assigned book of business.
• Provide expert advice and guidance on coverage options.
• Develop and maintain strong relationships with clients.

Skills

Communication and interpersonal skills

Detail-oriented

Organizational abilities

Knowledge of personal lines products

Education

Active Property and Casualty insurance license

Minimum of 3 years of experience in personal lines insurance

Tools

AMS 360

Job description

Benefits

• IRA
• Health insurance
• Paid time off

Essential Functions

• Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
• Provide expert advice and guidance on coverage options and policy changes.
• Develop and maintain strong relationships with clients and underwriters.
• Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
• Stay updated on industry trends, regulations, and product offerings.
• Collaborate with team members to achieve departmental goals.
• Utilize agency management systems for accurate record-keeping and reporting.
• Obtain documents from select companies’ websites (e.g., renewals and endorsements).

Requirements

• Minimum of 3 years of experience in personal lines insurance.
• Active Property and Casualty insurance license required.
• Strong knowledge of personal lines products and coverage options.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Ability to work independently and as part of a team.
• Positive attitude and commitment to providing outstanding customer service.
• Eagerness to learn and grow in a fast-paced environment.

Preferred

• Experience with AMS 360
• Familiarity with surplus lines markets and placements

Schedule: Full Time - Monday to Friday

Work Location: In person – Audubon, NJ

Supplemental pay types: Commission pay 50% New/Renewal

License/Certification: NJ P&C Producer License