What are the responsibilities and job description for the Business Insurance Portfolio Manager position at PlanLife?
Our Team
At PlanLife, we're committed to delivering expert insurance solutions that cater to the unique needs of each client. Our team is dedicated to providing exceptional service, support, and guidance to ensure our clients achieve their goals.
Job Title
We're seeking a skilled professional to manage our commercial lines book of business, focusing on relationship building, agency billing, and risk management.
Responsibilities
- Expertly manage and grow our commercial insurance portfolio.
- Develop and maintain strong client relationships through regular communication and support.
- Efficiently handle agency billing and reconciliation tasks.
- Stay informed about industry developments and emerging trends.
Qualifications
- Proven track record in commercial insurance management.
- Exceptional customer service and interpersonal skills.
- Familiarity with agency management software is highly desirable.
- Ability to work independently and as part of a team.
