Job Summary
The role involves overseeing a portfolio of Personal Lines client accounts, focusing on assessing coverage, detecting discrepancies, and facilitating policy modifications. Collaborating with insurance carrier representatives is essential to ensure efficient service and maintain precise account records.
Responsibilities
- Review client account coverage and identify any gaps in policies.
- Process changes to insurance policies as needed.
- Engage with carrier representatives to deliver prompt service to clients.
- Maintain accurate records and documentation for all accounts under management.
Qualifications
- An active Property & Casualty insurance license is mandatory.
- A minimum of 5 years of relevant account management experience within the insurance sector.
- In-depth understanding of Personal Lines insurance coverages.
- A proven ability to foster and maintain trusted relationships with clients.
