Property and Casualty Account Manager

Job Summary

Managing Personal Risk client accounts, the remote Preferred Client Services Account Manager will service, retain, and support sales by handling inquiries, managing marketing for new and renewal policies, and ensuring exceptional client support.

Key responsibilities

• Handle inbound client calls and service accounts using online rating systems
• Prepare applications for new business and remarketing, ensuring timely quotes and policy issuance
• Maintain accurate client documentation and respond to inquiries related to Personal Lines Property & Casualty coverages

Required qualifications

• 2-5 years of experience in Personal Lines Property & Casualty insurance
• High School diploma or equivalent required; college degree preferred
• Must hold a Property & Casualty insurance license or obtain within an agreed timeframe
• Industry designations such as ARM, CIC, or CPCU are preferred
• Proficiency with internet-based programs and Microsoft Office; knowledge of Sagitta/WorkSmart is a plus