Connecticut Licensed Account Manager

Job Summary

A company is looking for an Affluent Personal Lines Account Manager (N.East-hybrid or remote).

Key Responsibilities

• Develop and maintain relationships with carrier and client contacts, actively participating in meetings
• Prepare and manage the renewal and marketing process, including drafting presentations and proposals
• Handle client billing inquiries and maintain accurate client files and records

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
• Experience with Personal Lines/PCG coverage is required
• Property & Casualty Broker's License required upon hire
• CRM experience required; EPIC experience is highly desired