Insurance Personal Lines Account Manager
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POST DATE 9/16/2016
END DATE 12/28/2016
Martin Grant Associates
JOB DESCRIPTIONMajor broker is looking for someone to review and analyze personal accounts for coverage, limits, etc. and make appropriate recommendations to clients from one of its Cape Cod locations. Develop and maintain relationships with clients to ensure that all service needs are met. Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals. Gather information from clients and prepare applications regarding new and/or renewal coverage. Prepare policy quotes based on client's needs, rates and coverages. Prepare all transactions for assigned accounts, i.e. applications, invoices, forms. Maintain the accuracy of data in the agency management system.
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