Personal Lines Account Manager

The Barclay Group

Audubon, NJ

JOB DETAILS
SALARY
SKILLS
Billing, Communication Skills, Customer Relations, Customer Satisfaction, Customer Support/Service, Detail Oriented, Health Insurance, Industry/Trade Analysis, Insurance, Interpersonal Skills, Organizational Skills, Property and Casualty Insurance, Record Keeping, Regulations, Sales Management, Team Player, Underwriting
LOCATION
Audubon, NJ
POSTED
30+ days ago
Benefits:
  • IRA
  • Health insurance
  • Paid time off


 Essential Functions include but are not limited to the following:


  • Daily account management of an assigned book of business including, but not limited to, policy changes, invoicing, premium breakdowns, ID Cards, and responding to policy inquiries.
  • Provide expert advice and guidance on coverage options and policy changes.
  • Develop and maintain strong relationships with clients and underwriters.
  • Conduct regular policy reviews to ensure optimal coverage and client satisfaction.
  • Stay updated on industry trends, regulations, and product offerings.
  • Collaborate with team members to achieve departmental goals.
  • Utilize agency management systems for accurate record-keeping and reporting.
  • Obtain documents from select companies’ websites. (e.g. renewals and endorsements).
Requirements:


  • Minimum of 3 years of experience in personal lines insurance.
  • Active Property and Casualty insurance license required.
  • Strong knowledge of personal lines products and coverage options.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational abilities.
  • Ability to work independently and as part of a team.
  • Positive attitude and commitment to providing outstanding customer service.
  • Eagerness to learn and grow in a fast-paced environment
Preferred: 


  • Experience with AMS 360
  • Familiarity with surplus lines markets and placements 
Benefits:


  • Health insurance
  • Paid time off
  • IRA
Schedule: Full Time - Monday to Friday


Work Location: In person – Audubon, NJ


Supplemental pay types: Commission pay 50% New/Renewal


License/Certification: NJ P&C Producer License

About the Company

T

The Barclay Group