Property & Casualty Account Manager

Job Summary

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

Key Responsibilities

• Develop and maintain relationships with carrier and client contacts while actively participating in meetings
• Prepare requests for proposals and draft renewal presentations, collaborating with senior team members
• Manage client files and respond to billing inquiries with assistance from the Accounting Department as needed

Required Qualifications, Training, and Education

• High school diploma or equivalent required; additional training or education preferred
• More than 3 years of experience in the industry and product line
• Experience with Personal Lines/PCG coverage is required
• Property & Casualty Broker's License required upon hire
• Familiarity with major markets and proficiency in CRM systems; EPIC experience is highly desired