CPS, Inc.
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Personal Lines Assistant Account Manager
Posted: 06/04/2024
2024-06-04
2024-07-04
Industry: Employee Benefits & Retirement Services
Job Number: KO24.4.18.1
Remote: On-Site
Experience:
Job Description
The Personal Lines Assistant Account Manager is responsible for helping the Personal Lines Account Managers and department managers with rating their new business accounts and other account management tasks.
Responsibilities
- The Personal Lines Assistant Account Manager works directly at the direction of the Personal Lines Account Managers.
- Answer incoming calls/emails and assist with questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries
- Process client policy changes , verify coverages, and customer inquiries upon request.
- Assist with issuing certificates of insurance for our Personal Lines division
- Handle all incoming mail to the Agency as well as Faxing for the Account Managers
- Assist with sending out renewal letters, amended documents, cancellations, etc.
- Update claims and loss update notices to companies
- Perform other specific duties as assigned by the personal lines account manager
Qualifications
- Must have an active Property and Casualty Insurance License
- Knowledge of ImageRight software preferred
- Comfortable answering phones and communicating with clients
- Strong attention to detail and problem-solving skills
- Prior experience in the insurance industry
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental Insurance
- Health insurance
- Paid time off
- Vision insurance
Work setting:
- In-person
- Office
License/Certification: State of Florida 4-40 or 2-20 license required.
Work Location: In person M-F
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