Remote Personal Lines Account Manager | Client Service
Work At Home Vintage Experts LLC
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Benefits offered by this job
Job summary
Work At Home Vintage Experts LLC seeks Account Manager positions within Personal Lines for independent broker clients. Roles focus on managing client accounts and delivering exceptional service from a home-based setup.
Responsibilities include preparing applications, marketing risks, reviewing contracts, obtaining quotes, and issuing COIs. Prior experience with Personal Lines insurance and agency management systems is valued.
Qualifications
- Manage Personal Lines client accounts with the focus on building and/or strengthening relationships by providing exceptional customer service.
- Prepare applications, and market new and renewal risks.
- Responsible for contract review and issuance of Certificates of Insurance (COI’s).
- Obtain and/or review quotes.
- Bind and/or check policies.
- Request endorsements.
- Experience using EPIC, AMS360, Sagitta or Hawksoft independent agency management system is Current HIGH DEMAND for EPIC.
Responsibilities
- Manage Personal Lines client accounts with the focus on building and/or strengthening relationships by providing exceptional customer service.
- Prepare applications, and market new and renewal risks.
- Responsible for contract review and issuance of Certificates of Insurance (COI’s).
- Obtain and/or review quotes.
- Bind and/or check policies.
- Request endorsements.
Skills
Tools
Job description
Work At Home Vintage Experts LLC seeks Account Manager positions within Personal Lines for independent broker clients. Roles focus on managing client accounts and delivering exceptional service from a home-based setup.
Responsibilities include preparing applications, marketing risks, reviewing contracts, obtaining quotes, and issuing COIs. Prior experience with Personal Lines insurance and agency management systems is valued.
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