Pennsylvania Licensed Account Manager - job 3 of 3

Job Summary

A company is looking for an Account Manager, Affluent Personal Lines.

Key Responsibilities

• Develop relationships with carrier and client contacts, actively participating in meetings
• Prepare and send requests for proposals to insurance carriers, drafting renewal presentations
• Manage client files, addressing billing inquiries with assistance from the Accounting Department as needed

Required Qualifications

• High school diploma or equivalent required; additional training or education preferred
• More than 3 years of industry and product line experience
• Experience with Personal Lines/PCG coverage required
• Property & Casualty Broker's License required upon hire
• CRM experience required; EPIC experience highly desired