Role Overview & Specifications

The Personal Lines Assistant Account Manager is responsible for helping the Personal Lines Account Managers and department managers with rating their new business accounts and other account management tasks.

Responsibilities

The Personal Lines Assistant Account Manager works directly at the direction of the Personal Lines Account Managers.Answer incoming calls/emails and assist with questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiriesProcess client policy changes , verify coverages, and customer inquiries upon request.Assist with issuing certificates of insurance for our Personal Lines divisionHandle all incoming mail to the Agency as well as Faxing for the Account ManagersAssist with sending out renewal letters, amended documents, cancellations, etc.Update claims and loss update notices to companiesPerform other specific

duties as assigned by the personal lines account manager

Qualifications

Must have an active Property and Casualty Insurance LicenseKnowledge of ImageRight software preferredComfortable answering phones and communicating with clientsStrong attention to detail and problem-solving

skillsPrior

experience in the insurance industry

Job Type: Full-time

Benefits

401(k)401(k) matchingDental InsuranceHealth insurancePaid time offVision insurance

Work Setting

In-personoffice

License/Certification: State of Florida 4-40 or 2-20 license required.

Work

Location: In person M-F

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About Cps Inc

Cps Inc is an actively verified employer hiring talent across technology, engineering, and operations.

  • Headquarters: United States / United Kingdom
  • Company Size: 1,000+ employees
  • Trust Rating: 95 / 100 (Official Registry Audited)

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