Personal Lines Account Manager

• IRA


• Health insurance


• Paid time off

• Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.


• Provide expert advice and guidance on coverage options and policy changes.


• Develop and maintain strong relationships with clients and underwriters.


• Conduct regular policy reviews to ensure optimal coverage and client satisfaction.


• Stay updated on industry trends, regulations, and product offerings.


• Collaborate with team members to achieve departmental goals.


• Utilize agency management systems for accurate record-keeping and reporting.


• Obtain documents from se...

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