P and C AZ Licenced, Familiar with AMS, Understand the independant agency
Primary Contact: Address daily client inquiries regarding coverages, billing, and policy changes.
Policy Adjustments: Process endorsements (e.g., adding a new vehicle, updating driver information) and monitor policy cancellations.
Coverage Reviews: Conduct periodic check-ins to ensure clients' current policies meet their evolving needs and suggest account-rounding opportunities. [1, 2, 3, 4]
A Personal Lines Account Manager manages insurance policies for individuals. They act as the primary day-to-day liaison between clients, insurance carriers, and sales producers. Their core responsibilities include servicing accounts, processing policy changes, handling renewals, resolving claims, and ensuring client retention
Reliable Risk has been around over 15 years. Well established. Do to growth we are hiring.