Personal Lines Account Manager

Job not on LinkedIn

May 24

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Logo of ITCS Group

ITCS Group

IT Consulting • SaaS • Talent Solutions

ITCS Group is a technology partner specializing in IT consulting and managed services. They provide comprehensive solutions, including IT managed services & projects, enterprise IT as a service, and IT talent sourcing, aimed at helping businesses leverage technology to achieve their strategic objectives. With a strong focus on connecting business strategy with technology, ITCS Group aims to drive measurable results and bridge the talent gap in the IT sector.

201 - 500 employees

☁️ SaaS

💰 Private Equity Round on 2022-02

📋 Description

• Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures • Perform an annual review of renewal policies for proper coverage, incorporating information obtained from the client and/or Producer • Maintain client files and ensure proper documentation by processing all policies, endorsement changes, documentation, activities, etc., according to agency procedures, and within agency timelines • Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines • Review all items to be processed, to ensure items were received as ordered. • Participate in courses for insurance/sales skills. • Maintain current knowledge of underwriting requirements of carriers. • Keep current with industry trends by reading appropriate journals and company bulletins.

🎯 Requirements

• Extensive knowledge of personal insurance • Experience and expertise in operating in an electronic environment, including knowledge of TAM, helpful • Time management, organizational and verbal and written communication skills necessary • Must be able to build and develop relationships with clients and staff • A high degree of self-motivation and self-direction

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