Personal Lines Account Manager: Client Renewal Specialist

Capstone Search Group

West Des Moines (IA)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Job summary

Capstone Search Group is assisting an independent insurance agency in West Des Moines, IA, to hire a Personal Lines Account Manager. You will be the main contact for client inquiries, renewals, coverage questions, and processing new business, ensuring world-class service to an established book of business.

The ideal candidate has 2-3 years of personal lines experience, a state license within 90 days, and familiarity with Applied Epic is a plus.

Qualifications

  • 2-3 years of progressive experience in personal lines.
  • State insurance license required within first 90 days.
  • Experience with Applied Epic a huge plus.

Responsibilities

  • Act as a main point of contact for processing, client services, ongoing support for claims issues, and more
  • Manage the renewal process with a complete understanding of coverages, carriers, review of pricing, and recommended solutions
  • Develop and maintain strong relationships with both internal and external stakeholders, to include carrier contacts, sales agents, clients, and other staff members

Skills

Personal lines
Licensing within 90 days
Applied Epic experience

Tools

Applied Epic

Job description

Capstone Search Group is assisting an independent insurance agency in West Des Moines, IA, to hire a Personal Lines Account Manager. You will be the main contact for client inquiries, renewals, coverage questions, and processing new business, ensuring world-class service to an established book of business.

The ideal candidate has 2-3 years of personal lines experience, a state license within 90 days, and familiarity with Applied Epic is a plus.

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