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Personal Lines Account Manager
INTRUST BankPersonal Lines Account Manager at University Bank responsible for servicing customer accounts and remarketing personal lines. Managing information from carriers and helping new clients in insurance.
About the role
Key responsibilities & impact- Responsible for making changes to customer accounts within carrier guidelines
- Remarket current personal lines business when necessary
- Round current accounts with additional products to help retain book of business
- Solicit, refer, and evaluate new insurance clients
- Obtain and process information/documentation from carriers
- Service existing accounts including payments, changes, claims, and requotes
Requirements
What you’ll need- High school diploma or equivalent required
- 3 years of previous personal lines insurance servicing & quoting experience highly preferred
- Current Property & Casualty Insurance License in required lines (or ability to obtain license within 90 days of obtaining role)
- Strong computer skills required such as Excel and Word
Benefits
Comp & perks- Health insurance
- Flexible working hours
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance servicingquotingaccount managementcustomer account changesclaims processingdocumentation processing
Soft Skills
communicationcustomer serviceproblem-solvingorganizational skills
Certifications
Property & Casualty Insurance License