Remote Personal Lines Account Manager

Insurica

Oklahoma City (OK)

On-site

USD 52,000 - 60,000

Full time

14 days+
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Job summary

Insurica in Oklahoma City, OK is seeking a Personal Lines Account Manager to perform essential sales and service duties, including fulfilling client requests, assisting producers, and driving marketing activities to meet sales, service, and quality standards.

The role involves handling policy changes, renewals, and cross-selling, with duties extending to maintaining client accounts and collaborating with Employee Benefits and Commercial Insurance teams when needed.

Qualifications

  • Knowledge of personal insurance underwriting and coverages.
  • Ability to effectively market/re-market policies/coverages.
  • Strong communication and organizational skills.

Responsibilities

  • Respond to client requests for changes to coverage and new policies; educate clients on coverage and exclusions.
  • Review accounts to solicit additional lines of insurance and follow-up throughout the year.
  • Process renewals and remarket as needed; collect required underwriting information.
  • Generate new business and build relationships with existing and future customers.
  • Maintain knowledge of available products to enhance sales.
  • Refer clients to other departments for additional lines of business.

Skills

Underwriting knowledge
Sales / marketing
Communication
MS Office
Attention to detail
Team collaboration

Education

College degree
Insurance licenses
CISR designation

Tools

Agency Management Systems

Job description

Insurica in Oklahoma City, OK is seeking a Personal Lines Account Manager to perform essential sales and service duties, including fulfilling client requests, assisting producers, and driving marketing activities to meet sales, service, and quality standards.

The role involves handling policy changes, renewals, and cross-selling, with duties extending to maintaining client accounts and collaborating with Employee Benefits and Commercial Insurance teams when needed.

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