Personal Lines Account Manager

The Carlisle Group  •  Bradenton, FL

Less than 5 years experience  •  Insurance

Salary depends on experience
Posted on 02/22/18
The Carlisle Group
Bradenton, FL
Less than 5 years experience
Insurance
Salary depends on experience
Posted on 02/22/18

Personal Lines Account Manager

Our growing and award winning client has been providing - investment services, disability insurance, life, health, retirement, term, personal lines, business insurance and much more for more than 40 years ? a truly diversified powerhouse. Our client has an incredible team, including enthusiastic first and second generation leadership, vested/tenured team members working alongside newer recruited outside talent, all working seamlessly together to create unbelievable experiences for their diversified portfolio of clients/customers. This growing team is looking for talented individuals who want to make a personal impact on the lives of their fellow team members and clients/customers alike.

A successful Personal Lines Account Manager for our client would be described as an individual who welcomes complete responsibility for the servicing of personal lines clients. This includes promptly and enthusiastically engaging customers with the specific intent of capturing, analyzing, and understanding the customer?s needs and making competent and thoughtful recommendations. Servicing the customer entails working on their behalf to capture complete and accurate data and to provide prompt, accurate and courteous service to insured?s, sales representatives, and insurance companies regarding those accounts. As an attentive service provider you will develop a thorough knowledge of your accounts, will build lasting relationships and become a critical liaison between the insured and the other departments within the agency. Embracing your role as a true professional and genuinely seeking your customer?s best interests will create a platform of trust and mutual respect ? building long term relationships for all.

The following experience/credentials will receive expedited processing:

  • 2+ years of Agency Personal Lines CSR/Account Management experience
  • An active FL 4-40 License
  • A desire to learn, promote oneself and to seek continuing education
  • Experience cross selling diversified products

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