Personal Lines Account Manager - Client Renewal & Growth

Unison Risk Advisors

États-Unis

À distance

USD 55 000 - 75 000

Plein temps

14 jours+

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Résumé du poste

Embedded Shishya in the United States seeks a Personal Lines Account Manager to develop and maintain client relationships, manage a book of personal lines, and ensure accurate handling of quotes, applications, changes, and inquiries. This role supports retention and growth with strong prioritization and attention to detail.

You will work directly with clients, carriers, and internal teams to coordinate carrier transitions, policy servicing, and cross-sell opportunities while maintaining

Qualifications

  • High school diploma or GED required.
  • 2+ years of personal insurance experience.
  • PA Property and Casualty license preferred or required.
  • Proficiency with Microsoft Office Suite.

Responsabilités

  • Own renewal process with proactive reviews 45 days before expiration.
  • Manage and maintain an assigned book of personal lines business.
  • Process quotes, applications, changes, and service transactions.
  • Document communications and activity in the agency management system.

Connaissances

Strong communication
Customer service
Prioritization
Team collaboration

Formation

High school diploma or GED

Outils

Microsoft Office Suite

Description du poste

Embedded Shishya in the United States seeks a Personal Lines Account Manager to develop and maintain client relationships, manage a book of personal lines, and ensure accurate handling of quotes, applications, changes, and inquiries. This role supports retention and growth with strong prioritization and attention to detail.

You will work directly with clients, carriers, and internal teams to coordinate carrier transitions, policy servicing, and cross-sell opportunities while maintaining

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