Job Summary
A company is looking for an Account Manager, Affluent Personal Lines (N.East-hybrid or remote).
Key Responsibilities
- Develop relationships with carrier and client contacts and actively participate in meetings
- Prepare and send requests for proposals to insurance carriers and draft renewal presentations
- Review proposals for accuracy and maintain client files in accordance with office procedures
Required Qualifications
- High school diploma or equivalent required; additional training or education preferred
- More than 3 years of industry and product line experience
- Personal Lines/PCG coverage experience required
- Proficiency in Microsoft Office products and CRM experience required
- Property & Casualty Broker's License required upon hire
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