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Personal Insurance Account Manager

Company: VirtualVocations
Location: Mission Viejo
Posted on: November 7, 2024

Job Description:

A company is looking for an Account Manager/Senior Account Manager in Personal Insurance.



Key Responsibilities

Maintain relationships with clients and carrier contacts, leading client meetings as needed
Manage the renewal and marketing process for assigned accounts in collaboration with Sales Leaders
Create and maintain client files and policy records in the agency management system


Required Qualifications and Education

BA/BS preferred
More than 2 years of industry experience with a broker or carrier from a servicing perspective
Experience in personal lines insurance, particularly with high net-worth clientele
Property & Casualty License required upon hire
CIC, CPCU or other P&C designation preferred

Keywords: VirtualVocations, Placentia , Personal Insurance Account Manager, Executive , Mission Viejo, California

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