Account Manager role at Peoples Post focusing on client satisfaction and revenue growth. Responsibilities include onboarding, performance analysis, and strategic client communication.
About the role
- Personal Lines CSR supporting clients with policy management and problem resolution at an independent insurance agency. Requires experience with AMS 360 or Vertafore and a P&C license.
Responsibilities
- Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
- Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
- Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
- Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.
Requirements
- Must hold a current Property & Casualty license.
- A minimum of 3 years of experience as a Personal Lines CSR is required.
- Proficient in the AMS 360 Management System or Vertafore.
- Bonus, but not required, if candidate has Commercial Lines experience.
- Strong organizational skills.
- Excellent attention to detail.
- Customer-focused mindset.
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