What are the responsibilities and job description for the Commercial Customer Account Manager position at PlanLife?
Company Overview
PlanLife is a trusted insurance agency providing comprehensive solutions for commercial and personal needs, including property, liability, home, auto, life, umbrella, and workers compensation.
With over 25 years of industry experience, we have established relationships with top-rated insurance carriers, offering diverse markets and risk management options.
Our team excels at delivering personalized service and expertise to meet the unique needs of each client.
Key Responsibilities
- Professionally manage an existing commercial lines book of business
- Rewrite and relationship building expertise
- Agency Billing experience and reconciliation (a plus)
- Experience with agency management software
- Proposal software experience (a plus)
Requirements
- Full-time work commitment
