Job Summary
A company is looking for an Affluent Personal Lines Account Manager for the Northeast region, with options for hybrid or remote work.
Key Responsibilities
- Develop relationships with carrier and client contacts, actively participating in meetings
- Prepare requests for proposals and draft renewal presentations while collaborating with senior team members
- Manage client files and respond to billing inquiries with assistance from the Accounting Department as needed
Required Qualifications, Training, and Education
- High school diploma or equivalent required; additional training or education preferred
- More than 3 years of industry and product line experience, specifically in Personal Lines/PCG coverage
- Familiarity with major insurance markets such as AIG, Chubb/ACE, and PURE
- Property & Casualty Broker's License required upon hire; CIC, CPCU or other P&C designations preferred
- CRM experience required; EPIC experience highly desired
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