Senior Account Manager - Personal Lines
- Employer
- Capstone Search Group
- Location
- Naples, Florida
- Salary
- $65k to $75k
- Posted
- Jan 06, 2021
- Closes
- Feb 23, 2021
- Ref
- CEW8304
- Category
- Broker / Agent, Customer Service
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
Personal Lines Insurance Job in the Naples market. As a Personal Lines Account Manager, you’ll join an independent agency in growth mode. They are at capacity with current accounts, and need your help with day-to-day administration of accounts. You’ll support producers and a senior client manager. This is a mid-level position that offers a challenging step forward if you want to work on more affluent accounts. The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity.
Duties & Responsibilities
- Gather information from clients to help with renewal preparation and remarketing/placement
- Rate and quote through online carrier platforms
- Deliver quotes to clients; compile information, paperwork and small presentation materials
- Handle daily service requests (ID cards, COI and endorsements)
Skills & Experience
- 5-7 years working in personal lines, preferably in an agency setting, and with a focus on high net worth
- Must be able to jump right into the role with little training and ability to work autonomously in a fast-paced environment
- Insurance designations and continuing education a huge plus
- Detail oriented and strong Microsoft Office technical knowledge necessary
Compensation
$65-75,000 + full benefits package