Job description
Personal Lines Insurance CSR / Account Manager Responsibilities:

Responsible for managing a personal lines book of business (homes, autos, and other personal lines insurance).

Managing the personal lines book entails:

Order changes to current policies.
Order and review renewals for accuracy.
Re-market policies, as agreed upon.
Market new business with contracted carriers and brokerages
Perform coverage reviews.
Generate proposals for new business and renewals
Issue certificates and evidences.
Report losses and follow-up with the client.
Document electronic file completely and thoroughly.
Utilize agency’s latest technology to perform tasks.
Add, delete and amend coverage for clients as needed
Assist with billing and other service needs for our clients.
Minimum of two years of Personal Lines Insurance experience with property & casualty products preferred.