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 proactive relationships with clients and carriers, participating actively in meetings
• Prepare requests for proposals and draft renewal presentations, collaborating with senior team members
• Manage client files and address billing inquiries from clients and insurance personnel

Required Qualifications, Training, and Education

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