Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries. Strong knowledge of personal lines products and coverage options.
Numbers & Facts
Location
Audubon, NJ
Job Type
Full-time
Description
Benefits:
IRA
Health insurance
Paid time off
Essential Functions include but are not limited to the following:
Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
Provide expert advice and guidance on coverage options and policy changes.
Develop and maintain strong relationships with clients and underwriters.
Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
Stay updated on industry trends, regulations, and product offerings.
Collaborate with team members to achieve departmental goals.
Utilize agency management systems for accurate record-keeping and reporting.
Obtain documents from select companies’ websites. (e.g. renewals and endorsements).
Requirements:
Minimum of 3 years of experience in personal lines insurance.
Active Property and Casualty insurance license required.
Strong knowledge of personal lines products and coverage options.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational abilities.
Ability to work independently and as part of a team.
Positive attitude and commitment to providing outstanding customer service.
Eagerness to learn and grow in a fast-paced environment
Preferred:
Experience with AMS 360
Familiarity with surplus lines markets and placements