Personal Lines Account Manager


Tampa, FL

Capital TechSearch is working with a growing market leader in the Insurance field. They are currently looking to add a Personal Lines Account Manager to their growing team. You don't want to miss out on this opportunity with our amazing client! If you are looking for a place that isn't just a job, but the ability to be a part of the community and enjoy work every day, then look no further!

About the company:

  • Their people come first!
  • A leader in the market!
  • Strong ethics and are very active in the community!
  • They have a hands-on approach to learning!
  • Established team with access to the whole state of Florida!
  • Incentivized work environment!

The role:

  • Work personal lines renewals daily by remarketing, amending or rewriting policy to fit the insured's needs based on market.
  • Input all details into the client management system and set follow-ups.
  • Secure all trailing documents from the insured and provide any necessary documentation to the companies and insureds.
  • Complete evidence of insurance requests.
  • Present and explain insurance policy options and coverage to the insureds.
  • Handle coverage and claim questions from the insureds.
  • Thoroughly understand and follow all underwriting, rating, and compliance requirements for Home, Auto, Flood, Umbrella, and Builders Risk and Vacant Property insurance.
  • Handle incoming calls from customers and return phone calls in a timely manner
  • Respond to all inquiries, cancellation requests, and customer questions regarding coverage

Requirements:

  • Active Florida 220 License
  • 3+ Years of personal lines insurance experience
  • Excellent customer service experience working with clients and brokers
  • EPIC software experience is preferred
  • Proficient with Microsoft Office suite of products
  • QuoteRush and EZ Lynx knowledge preferred

If you are interested in learning more, don't wait and apply today!

 

Posted On :  Tue, Aug, 15, 2023