Senior Account Manager - Personal Lines

Employer
Capstone Search Group
Location
Naples, Florida
Salary
$50,000 - $74,999
Posted
Jan 07, 2021
Closes
Mar 07, 2021
Ref
6507943#GIJtoGJS.1
Industry
Insurance
Category
Insurance

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

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