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Job Ref: 13732

Position Summary

  • This position supports the Account Executive with responsibilities related to client management and retention


Essential Duties and Responsibilities

·       Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time 

·       Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication

·       Handling renewals, service requests, claims, billing and new policies

·       Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures

·       Review all applications, policies, endorsements and audits for accuracy

·       Complete loss/claim analysis and summaries

·       Coordinate expiration list with department manager to obtain renewal business information   



·       Bachelor’s degree or equivalent work experience, preferred

·   2-4 years minimum Personal Lines Account Management experience required

·       Property & Casualty License required        

·       CIC designation or equivalent, preferred       

·       Valid driver’s license and insurance, required 

·       Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)

·       Applied/Epic or similar agency management software experience, preferred.

·       Able to work independently and enjoy a high degree of interaction with team members.

·       Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.

·       Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.

·       The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.

·       Ability to maintain a professional demeanor and positive attitude


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