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Personal Lines Account Manager

Posted 2 months ago

# 9198 Fort Worth, TX

About the Role

An independent insurance agency’s Ft. Worth team seeks an experienced Personal Lines Account Manager who can immediately step in to help on a portfolio of personal lines home and auto business placed through multiple insurance companies. You’ll service a mixture of middle market and high net worth clients, so experience working with insurance companies that write private client group accounts is important.

Duties & Responsibilities

Keys to your success include:

  • Ability to quickly process policy changes, additions, billing, claims status and renewals
  • Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery

Skills & Experience

  • At least two (2) years of insurance experience servicing personal lines policies (home and auto) policies
  • Experience with private client policies from specialty carriers like PURE, Chubb, and Cincinnati is needed
  • State insurance license

Tagged as: account manager, administrative, agency, auto, client manager, client service, csr, customer service, homeowners, insurance, middle market, personal lines, project management, umbrella

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