Remote Personal Lines Account Manager

GPAC - Jacksonville Beach, FL

Full-time - Mid Level

Remote - Jacksonville Beach, FL

Administrative and Support Services

About the position

The Personal Lines Account Manager is responsible for managing client accounts within a local insurance agency. This role requires strong organizational skills, excellent customer service abilities, and a commitment to providing exceptional service to clients. The position involves reviewing policies, processing changes, and ensuring accurate communication with clients and carriers.

Responsibilities

• Review daily reports, change requests, claim notices, auto ID Cards, order MVR's and issue certificates
• Review policies for accuracy and prepare for producer delivery or mail/email directly to the client
• Create summaries of insurance for renewals
• Mail renewal letters and update renewal information
• Ability to quote with multiple carriers
• Process EOI's
• Complete all assigned projects and tasks in a timely and efficient manner
• Interact with others effectively using oral and written communications
• Provide accurate and timely information to those you are charged with supporting
• Keep client agency management system data updated by entering new data and documenting actions taken on behalf of the client

Requirements

• At least 5 years of insurance agency experience
• P&C insurance license
• Agency computer management experience - Applied Systems
• Excellent customer service skills
• Strong organizational skills
• Attention to detail and commitment to exceptional service

Nice-to-haves

• High School diploma with some college-level classes or classes such as CIC/CPCU/ARM/CISR
• Demonstrate excellent oral and written communication skills
• Ability to prioritize and handle multiple tasks
• Ability to operate various computer programs (Microsoft Office Suite, Agency Management Systems, etc.)

Benefits

• Excellent compensation and benefit package