Personal Insurance Account Manager
Company: VirtualVocations
Location: Mission Viejo
Posted on: November 7, 2024
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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, Coachella , Personal Insurance Account Manager, Executive , Mission Viejo, California
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