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Personal Insurance Account Manager

The Jonus Group

This is a Contract position in Hunt Valley, MD posted June 6, 2021.

Personal Insurance Account Manager

Established agency seeking to add a personal insurance account manager.

Responsibilities Include

  • Account handling
  • Client presentations and ability to resolve client concerns and issues
  • Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
  • Liaison between clients and carriers
  • Ability to cross sell and help walk-in/phone- sales questions
  • Quoting both new and renewal business
  • Ability to handle all types of personal insurance, including high net worth
  • Order and process renewal & change requests
  • Advise of coverage recommendations and assist clients with claims
  • Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
  • Cross sell & round out accounts

Requirements

  • Must have working knowledge of agency management software, insurance rating Software and Microsoft Office
  • Must have excellent presentation and communication skills
  • Ability to multi-task and work in fast paced environment
  • Ability to work within a team environment
  • Ability to self-direct the completion of job duties
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