JL Connects ยท 2 hours ago
Personal Line Account Manager
JL Connects is a local independent agency seeking a Personal Lines Account Manager to assist with a growing book of business. The role involves processing endorsements, managing client communications, and maintaining policy details while ensuring client confidentiality and promoting a positive work environment.
Responsibilities
Process endorsements, audits, policy changes, and maintains follow-up lists and policy details
Prepare and processes renewal information requests and certificates
Monitor communication with clients to manage or update information, provide quotes, bind coverages, and assist with potential cross-selling opportunities
Maintain client confidentiality, demonstrate integrity and a positive attitude, and help promote an engaging work environment
Qualification
Required
A few years of Personal Lines Insurance experience
Familiarity with management systems like AMS360 or Applied Epic
Hold an active Property & Casualty license
Benefits
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Disability Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Flex time