The Personal Insurance Account Manager is Responsible for:

• Communicating verbally and in writing with clients, prospects, insurance company personnel and co-workers
• Creating and maintaining client files in agency management system (AMS 360)
• Processing policies, renewals, endorsements, etc. for clients
• Providing evidence of coverage
• Invoicing and answering billing questions from clients and carriers
• Generating new business sales and cross selling into existing relationships
• Entering application information for new business, changes, cancellations, etc. into AMS 360 and carrier websites
• Managing client expiration lists
• Maintaining a suspense system to be sure that policies, endorsements, and other actions are accomplished in a timely manner
• Keeping abreast of industry news

Qualifications:

• Organization, excellent customer service, and proactive sense of responsibility
• Strong attention to detail and ability to multitask
• Proficient in Word, Excel, Outlook and PowerPoint
• Ability to work in an extremely motivated team environment
• Minimum of 5 years of personal lines insurance experience
• California P&C Insurance License