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Personal Lines Account Manager - Insurance

Company: gpac
Location: Simi Valley
Posted on: April 3, 2021

Job Description:

Position Personal Lines Account Manager Job Requirements:

  • Review daily reports, change requests, claim notices, auto ID Cards, order MVR's and issue certificates
  • Review policies for accuracy. Prepare for producer delivery or mail/email directly to the client
  • Create summaries of insurance (renewals)
  • Mail renewal letters and update renewal information
  • Ability to quote with multiple carriers
  • Process EOI's,
  • All other assigned tasks
  • Accountabilities
  • Complete all assigned projects and tasks in a timely and efficient manner.
  • Interact with others effectively by utilizing oral and written communications.
  • Provide accurate and timely information to those you are charged with supporting
  • Process changes timely.
  • Keep client agency management system data updated by entering new data and documenting actions taken on behalf of the client
  • Must have knowledge of various carriers such as: Mercury, Foremost, Travelers, Nationwide, etc.
    Personal Lines Account Manager Knowledge, Skills, and Abilities:
    • High School diploma with some college-level classes and or classes such as CIC/CPCU/ARM/CISR
    • Demonstrate excellent oral and written communication skills
    • Excellent organizational skills
    • Ability to prioritize and handle multiple tasks
    • Possess a high level of organizational skills
    • Ability to operate various computer programs (Microsoft Office Suite, AMS 360 or EPIC Agency Management Systems, etc.)I am Jennifer Thompson and I look forward to having a conversation with you about your aspirations for a future career. Please contact me at to have a conversation about this exciting career advancement opportunity! Jennifer ThompsonSr. Search Consultantgpac

Keywords: gpac, Simi Valley , Personal Lines Account Manager - Insurance, Executive , Simi Valley, California

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