Personal Lines Assistant Account Manager

Pompano Beach, FL

Posted: 05/22/2024 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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About Pompano Beach, FL

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