About The Position

Are you looking for a great new opportunity? Our growing insurance company is looking for a Personal Lines Account Manager with tech-savvy skills to help provide excellent service to clients. This full-service brokerage wants to continue expanding and has been very successful. If you are a fast learner and a skilled insurance professional this position may be an amazing opportunity! Apply now!

Requirements

  • Experience - You have at least 3+ years of personal lines brokerage experience
  • Licensed - You have your active Property & Casualty License
  • Knowledge - You have strong technical insurance knowledge including coverage and product knowledge as well as a strong understanding of agency functions and procedures
  • Comprehensive Knowledge - You can read, write, and communicate efficiently and effectively.
  • Tech-savvy - You are proficient with Applied Epic, Microsoft Office: Excel, Word, and PowerPoint, and other database management systems
  • Must reside in California to apply

Responsibilities

  • Provide prompt and professional service and insurance needs to clients and producers
  • Review insurance applications
  • Compile data on insurance policy changes and records
  • Coordinate and oversee services, coverages, pricing, and proposals, and finalize sales
  • Be of assistance to all other departments whenever necessary

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

11-50 employees

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