Personal Lines Account Manager Position

 

Company: Balcos Insurance, inc.

Job Description: Account Manager, Personal Lines Department

Manager: Julie Johnson

Email: ContactUs@balcosinsurance.com

Phone: (206) 783 – 1986

 

General Description:

We are continually accepting applications for full time personal lines account managers that can work efficiently in a fast paced environment.  We need people who are positive and work well within a team.  The ideal candidate will be detail oriented, well organized and an independent problem solver.  Strong proficiency with Microsoft Word, Excel and outlook required, along with a familiarity of the Applied systems operating system or other related software such as AMS.

 

Primary Duties and Responsibilities:

  1. Develop and maintain strong client relationships.
  2. Manage up to $2,000,000 of customer premium.
  3. Complete applications and market renewal when needed.
  4. Good communication skill with companies.
  5. Ability to compare coverages and develop proposals
  6. Bind quotations.
  7. Review, process and invoice policies.
  8. Cross-Selling New Business.
  9. Personal qualities/characteristics:
  • Highly motivated: A great deal of personal initiative and drive
  • High level of energy with positive attitude
  • Maintain high level of knowledge of coverages and client needs
  • Ability to set goals, maintain focus and follow through
  • Projects a professional image
  • Excellent communication skills both oral and written
  • Team Player
  • High level of integrity
  • People oriented, very interactive

 

Qualifications:

  1. Minimum of three years of property & Casualty insurance experience required.
  2. Four year college degree preferred.
  3. Must currently hold a Property Casualty Producer license.