CBIZ

Personal Lines Account Manager – Property & Casualty

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Palm Beach Gardens • Florida • United States

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About the role

  • Provide service delivery to an assigned block of personal insurance clients
  • Resolve moderately complex customer service problems directly
  • Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
  • Build relationships with clients and serve as the primary point of contact for overall and day-to-day service delivery
  • Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
  • Escalate client concerns when appropriate
  • Assist client services management in conducting client meetings as needed
  • Inputs data into appropriate software for vendors/carriers/clients within required timeframe
  • Participate with new client set-up, renewals, and meetings
  • Establish and preserve a solid business rapport with clients and vendors
  • Discuss with clients applicable legislation and market trends
  • Ensure that all internal controls and procedures are followed
  • Generate client interest in additional lines of coverage
  • Additional responsibilities as assigned
  • May provide guidance and direction to less experienced client service staff

Requirements

  • High School Diploma or GED required
  • 3 to 5 years customer service experience in the insurance industry required
  • Must maintain current required licenses and certifications relevant to field of expertise
  • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Effective customer service skills
  • Proficient use of applicable technology
  • Ability to work in team environment as well as independently
  • Must be able to travel based on client and business needs
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicedata inputclient set-uprenewalsproject coordination
Soft Skills
communicationrelationship buildingproblem solvingteamworkindependence
Certifications
insurance licensescertifications relevant to field