Personal Lines Account Manager

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December 8, 2024

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Provence Financial & Insurance Services Group

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Finance • Insurance • Enterprise

Provence Financial & Insurance Services Group is a company that provides a wide range of financial and insurance services for both individuals and businesses. They offer services in areas such as home, auto, life, and health insurance, as well as retirement services and business insurance including employee benefits and risk management. Their expertise spans various industries, offering tailored solutions to help clients protect their assets, manage costs, and achieve financial security. As part of the Acrisure network, they are well-positioned to serve diverse client needs across technology, manufacturing, real estate, and cannabis sectors, among others.

11 - 50 employees

💸 Finance

🏢 Enterprise

📋 Description

• Provide consistent, accurate and timely communication to clients through verbal and written correspondence • Call new and existing insureds for cross sell opportunities, quote and bind personal lines policies and retain accounts to deepen relationships with our client • Inform and educate clients about coverage, exclusions and exposures, document electronic files accordingly • Respond to clients’ needs by producing binders, certificates, policies and other related items • Maintain client files in our Agency Management System for processing all transactions • Process daily incoming mail, emails, voice mails and faxes follow up to ensure timely responses • Renew policies by agency standards • Maintain client files accurately and consistently documenting conversations • Adhering to all other automation procedures • Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines

🎯 Requirements

• 1 Year of Insurance, customer service and or sales experience. • Active Property and Casualty Insurance License for California and/or Nevada • Ability to organize, prioritize and self-manage workload. • Ability to work in a team environment, with a positive attitude and willingness to help others. • Able to work under pressure and time constraints. • Strong written and verbal communication skills.

🏖️ Benefits

• Base Salary, with incentive and bonus opportunities • Company sponsored medical plan, vision, dental insurance, supplemental, PTO and 401k plan • Career path opportunities • Additional Provence perks