Licensed Personal Lines Account Manager

Job Summary

A company is looking for an Affluent Personal Lines Account Manager (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, Training, and Education

• 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
• Property & Casualty Broker's License required upon hire
• CRM experience required; EPIC experience highly desired