What are the responsibilities and job description for the Affluent Personal Lines Account Manager position at Synerfac?
Multi Lines Insurance Agency in Union County is seeking a Personal Lines Account Manager to serve as a trusted insurance advisor for our affluent clients. This role focuses on developing and maintaining client relationships, conducting
account reviews, and implementing cross-selling and upselling strategies.
Primary Responsibilities
Client Management
- Serve as a trusted advisor to clients, providing coverage analysis and carrier recommendations
- Conduct annual account reviews with regular check-ins to discuss exposure changes
- Educate clients about coverage options, exclusions, and potential exposures
- Process client requests accurately and promptly
- Occasional in-person client meetings, usually in-office
- Seek and develop referrals from existing client base Technical Operations
- Maintain accurate records in EPIC Agency Management System
- Process documentation through carrier websites
- Prepare quotes, proposals, applications, and remarket materials for client presentation
- Generate insurance-related documents including binders, certificates, policies, and ID cards
- Handle agency-billed account invoicing
- Monitor cancellation activities to ensure continuous coverage
- Support claims handling in coordination with Claims Manager
Carrier Relations
Job Requirements
Required Qualifications
Progressive, Franklin Mutual)
Preferred Qualifications
Professional Insurance Designations such as CPIA, CISR, ACSR, or AAI
Benefits Package
Angela Kearsley
Synerfac Technical Staffing
Phone : 732-271-9333
akearsley@synerfac.com
