Personal Insurance Account Manager

Creative Planning; Overland Park (KS); On-site; USD 52,000 - 76,000; Full time

Job summary

Creative Planning is seeking a Personal Insurance Account Manager in Overland Park, KS to manage day-to-day account workflows, review renewals, and re-market existing accounts. You will coordinate with clients and carriers to gather information and secure quotes.

The role emphasizes accuracy, multi-tasking, and timely communication; knowledge of AMS360 and MS Office is preferred. Licenses in Kansas and Missouri are required, with opportunities to pursue CISR or CIC designations.

Qualifications

• Minimum of 3 years insurance experience.
• License in Kansas & Missouri required.
• Ability to manage multiple tasks with accuracy.
• Desire to pursue professional designations such as CISR, CIC.

Responsibilities

• Serve as the primary point of contact for clients and carriers regarding coverage, billing, claims or administrative problems.
• Updates applications and renewal information as needed to reflect changes during the policy year.
• Submit applications to carrier and complete remarketing quotes in PL Rater or carrier quoting systems.
• Reviews quotes to verify coverages are as requested and match applications submitted. Resolves any discrepancies directly with the underwriter and communicates final quote results to clients.
• Create Evidence of Insurance reflecting current coverage for new business policies, renewals and as needed throughout the policy year based on changes to coverage.
• Assist clients with claim reporting and facilitate prompt response from carriers.
• Complete other tasks as requested by clients—such as premium breakdowns and summaries as needed.

Skills

Attention to detail

Multitasking

Customer service

Education

Property & Casualty Insurance License (KS & MO)

Tools

AMS360

MS Word

Excel

PowerPoint

Job description

The Personal Insurance Account Manager is responsible for managing the day-to-day processes of customer accounts. They will review renewals in advance and re-market existing accounts. The Account Manager works with company representatives to obtain information and quotes from the carrier to present to customers.

JOB DUTIES:

• Serves as the primary point of contact for clients and carriers regarding insurance coverage, billing, claims or administrative problems.
• Updates applications and renewal information as needed to reflect changes during the policy year.
• Submit applications to carrier and complete remarketing quotes in PL Rater or carrier quoting systems.
• Reviews quotes to verify coverages are as requested and match applications submitted. Resolves any discrepancies directly with the underwriter and communicates final quote results to clients.
• Create Evidence of Insurance reflecting current coverage for new business policies, renewals and as needed throughout the policy year based on changes to coverage.
• Assist clients with claim reporting and facilitate prompt response from carriers.
• Complete other tasks as requested by clients—such as premium breakdowns and summaries as needed.

REQUIRED EXPERIENCE/QUALIFICATIONS:

• Minimum of 3 years insurance experience
• Property & Casualty Insurance Agents License in Kansas & Missouri
• Ability to manage multiple tasks concurrently and handle highly detailed work with a great degree of accuracy
• An ongoing effort to obtain professional designations such as CISR, CIC.

PREFERRED EXPERIENCE/QUALIFICATIONS:

• Flood Certification
• Understanding of Personal Insurance Products and usages
• Solid knowledge of Insurance rating and underwriting procedures
• Proficiency in AMS360 and/or MS Word, Excel and PowerPoint