Property & Casualty Account Manager

Job Summary

A company is looking for an Affluent Personal Lines Account Manager.

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
• Manage client files and address billing inquiries with assistance from the Accounting Department as needed

Required Qualifications, Training, and Education

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