- Location
- US
- Type
- Full-time
- Department
- Insurance
- Seniority
- Manager
- Closing date
- Today
- Source
- Vincere
Description
Bilingual Personal Lines Account Manager/Agent
Job Summary
Seeking a dedicated and experienced Bilingual Personal Lines Account Manager/Agent to join a team. This role is ideal for a professional with a background in personal lines who is looking to transition into commercial lines. You will be responsible for managing a diverse book of business, providing exceptional customer service, and contributing to the growth of the agency through cross-selling opportunities.
Compensation Package
- Salary: Up to $70,000 annually
- Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Manage a book of business valued at approximately $800,000, including personal lines and generalist commercial accounts.
- Handle all aspects of account management (A-Z), including quoting new and renewal business.
- Provide exceptional customer service to longstanding clients.
- Cross-sell additional lines of coverage to existing clients.
- Utilize Applied EPIC software for account management and documentation.
- Collaborate with team members to ensure seamless operations and client satisfaction.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license required; Life license is a plus.
- Experience: Minimum of 3 years in an independent agency setting; 5+ years preferred.
- Language Skills: Bilingual (English and Spanish) required.
- Technical Skills: Proficiency in Applied EPIC software or similar platforms.
- Soft Skills:
- Trainable and eager to learn.
- Strong organizational skills.
- Ability to handle difficult situations with professionalism.
- Excellent communication and interpersonal skills.
#LI-AM2
Skills
Customer Service
