Personal Lines Assistant Account Manager
📋 Role Overview & Responsibilities
The Personal Lines Assistant Account Manager is responsible for helping the Personal Lines Account Managers and department managers with rating their new business accounts and other account management tasks.
Responsibilities
The Personal Lines Assistant Account Manager works directly at the direction of the Personal Lines Account Managers.Answer incoming calls/emails and assist with questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiriesProcess client policy changes , verify coverages, and customer inquiries upon request.Assist with issuing certificates of insurance for our Personal Lines divisionHandle all incoming mail to the Agency as well as Faxing for the Account ManagersAssist with sending out renewal letters, amended documents, cancellations, etc.Update claims and loss update notices to companiesPerform other specific duties as assigned by the personal lines account manager
Qualifications
Must have an active Property and Casualty Insurance LicenseKnowledge of ImageRight software preferredComfortable answering phones and communicating with clientsStrong attention to detail and problem-solving skillsPrior experience in the insurance industry
Job Type: Full-time
Benefits
401(k)401(k) matchingDental InsuranceHealth insurancePaid time offVision insurance
Work setting
In-personOffice
License/Certification: State of Florida 4-40 or 2-20 license required.
Work Location: In person M-F
Frequently Asked Questions
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Click the “Apply for this Position” button on this page to submit your application directly to CPS, Inc. without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Pompano Beach, FL with potential relocation and sponsorship assistance depending on candidate qualifications.
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