What are the responsibilities and job description for the Personal Lines Account Manager/CSR position at Synectics Inc.?
Position Overview
The Personal Lines Account Manager is responsible for supporting, renewing, and retaining personal insurance accounts while providing excellent customer service. Key duties include:
The Personal Lines Account Manager is responsible for supporting, renewing, and retaining personal insurance accounts while providing excellent customer service. Key duties include:
- Securing and submitting renewal underwriting information
- Renewing, remarketing, or rewriting accounts
- Quoting and proposing new business
- Processing policy changes, cancellations, and confirmations
- Reporting claims and following up with clients
- Advising clients on coverage options and increasing coverage as needed
- Documenting all account activity and communication
- 5 years of experience in an independent insurance agency, with Property & Casualty expertise
- Strong communication and problem-solving skills
- Self-starter with excellent time management
- Experience with Applied/Epic or similar software preferred
- Active South Carolina Property & Casualty license
- High school diploma required; Associate's or Bachelor's degree preferred
- Insurance designations (CIC, CISR) a plus
