Personal Lines Account Manager – Growth & In-Office

Inszone Insurance Services; Colorado Springs (CO); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Health insurance

Dental insurance

Vision insurance

Life insurance

Health Savings Account

Disability insurance

Paid time off

Paid holidays

401K with company matching

Employee Assistance Program

Zusammenfassung

Inszone Insurance Services is seeking a Personal Lines Insurance Account Manager to support the sale of and service for personal insurance customers in an in-office setting. The role handles changes, updates, and value-added services while maintaining a professional sales and service mindset.

Ideal candidates will manage renewals, endorsements, and notices with carriers, cross-sell additional lines of business once licensed, and assist sales staff to grow a diverse book of house accounts.

Qualifikationen

• Carrier knowledge required.
• Able to handle renewals and re-shop as needed.
• Able to handle endorsements with carriers and review for accuracy-purposes.
• Able to work on Risk Control recommendations.
• Able to work on Notice of Cancellations and seek reinstatement.

Aufgaben

• Answer client's questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross sell additional lines of business to existing customers (Once licensed).
• Support designated sales staff.
• Follow up and see tasks thru to completion.
• Appropriately document contact opportunities.
• Act with professionalism in all cases, using a sales and service mindset.

Kenntnisse

Carrier Knowledge

Renewals

Endorsements

Risk Control

Notice of Cancellations

Other duties

Jobbeschreibung

Inszone Insurance Services is seeking a Personal Lines Insurance Account Manager to support the sale of and service for personal insurance customers in an in-office setting. The role handles changes, updates, and value-added services while maintaining a professional sales and service mindset.

Ideal candidates will manage renewals, endorsements, and notices with carriers, cross-sell additional lines of business once licensed, and assist sales staff to grow a diverse book of house accounts.