Building and maintaining constructive and effective relationships with internal and external customers
Leveraging personal insurance knowledge and expertise to actively service existing accounts and develop new business opportunities
Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications
Participating in the retention of renewal business
Interacting with producers and office leaders to make coverage recommendations
Ensuring the client has continuous and proper coverage and advising the client of any recommendations

3
5 years’ experience of Personal Lines client management experience
Valid P&C brokers’ license
Industry specific designations preferred
CISR, CIC or similar
Proficient in insurance agency management systems, AMS 360, Work Smart and EPIC preferred
Extensive knowledge of Personal Lines underwriting coverage and procedures
Ability to clearly articulate these products/plans to clients and underwriters

Personal Lines Account Manager

Key skills