Acrisure · 4 hours ago

Personal Insurance Account Manager (New England Platform)

Charleston, SC

Full-time

Remote

Mid Level

3+ years exp

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Financial ServicesInsurance

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Responsibilities

Provide advice and counsel on personal lines matters to an assigned book of business.

Meet daily servicing needs of our clients.

Evaluate prospect’s current insurance coverages and offer alternatives based on coverage and price. Present proposals and finalize sales.

Remarket existing clients as directed by management or client need.

Process endorsements and ensure they are properly issued.

Produce insurance ID and evidence of insurance as needed.

Quote and issue new business through account rounding and/or referral networks.

Work assigned activities and tasks in a timely manner.

Ensure accuracy of policy documents and maintain up-to-date client records.

Qualification

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Personal Lines ExperienceCasualty LicenseApplied ‘Epic’ SystemMicrosoft OfficeTeam-Oriented Attitude