Property & Casualty Licensed Account Manager

Job Summary

Managing daily operations for a commercial insurance agency, the full-time Property & Casualty Licensed Account Manager will process applications, manage a book of business, and assist with claims while working remotely.

Key responsibilities

• Process applications, prepare quotes, issue policies, and manage billing and endorsements for clients
• Gather information to facilitate insurance renewals and new business while maintaining up-to-date records in the Applied EPIC Agency Management System
• Explain products and services to clients, addressing their needs and identifying coverage gaps

Required qualifications

• Property & Casualty License and 3+ years of commercial insurance experience
• Experience with Applied Epic Agency Management System
• Ability to work independently and manage multiple tasks in a fast-paced environment
• Strong organizational skills and familiarity with office software applications
• Accreditations such as CISR, CIC, CRM, or CPIA are desirable