Indiana Licensed Account Manager

Job Summary

A company is looking for a Personal Risk Account Manager (IN or Remote-EST work hours).

Key Responsibilities

• Develop relationships with carrier and client contacts and actively participate in meetings
• Prepare requests for proposals and draft renewal presentations, collaborating with senior team members
• Review proposals for accuracy and communicate directly with clients and carriers as approved

Required Qualifications, Training, and Education

• Associates degree (or equivalent); BA/BS preferred
• More than 3 years of client service and/or industry experience in Personal Lines
• Experience managing a book of business with relevant lines of coverage
• P&C Insurance License required upon hire
• Intermediate experience with Microsoft Office products, specifically Word, Excel, and Outlook