Job Summary
A company is looking for a Personal Lines Retention Specialist (Remote).
Key Responsibilities:
- Maintain records and manage renewals, invoicing, and claims assistance for client insurance policies
- Ensure clients' assets are protected and collaborate with underwriters to address customer needs
- Monitor performance metrics and provide training support to team members for professional development
Required Qualifications:
- 5+ years of personal lines experience managing books of business
- State required active licensing
- High School diploma (or equivalent)
- Proficiency in MS Office (Outlook, Word, Excel)
- Strong organizational and decision-making skills
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