Personal Lines Account Manager / Client ConciergeJob SummaryManage a portfolio of personal lines insurance clients by delivering exceptional service and fostering long-term loyalty. Serve as the primary point of contact for policy inquiries and changes, while also providing concierge-level administrative support to ensure a seamless client experience.ResponsibilitiesGreet and assist visitors and callers with professionalism and urgencyAnswer, screen and direct incoming calls; maintain a courteous telephone presenceOperate and troubleshoot office equipment (scanner, copier, fax, postage machine)Process and distribute incoming mail; assist with typing, mailing and data-entry projectsMaintain a tidy, well-organized reception and office areaPrepare and distribute binders, certificates, ID cards, endorsements, policies and account summariesRate, quote and submit change requests via carrier websites and agency management systemsGenerate invoices and finance agreements; track and report on account balances and expirationsEducate clients on coverage details, exclusions and policy updatesDocument all client interactions, correspondence and policy changes in electronic filesAdhere to agency procedures and E&O guidelinesSupport special projects and provide technical assistance to advisors as neededQualifications/RequirementsActive Pennsylvania P&C (Property & Casualty) insurance licenseProven experience in a client-facing insurance role (virtual and in-person)Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and agency management systemsExceptional verbal and written communication skillsStrong organizational skills with keen attention to detailProfessional appearance and demeanor; high level of integrity and work ethicAbility to handle confidential and sensitive information appropriatelyHigh school diploma or equivalent required; Associate or Bachelor's degree and industry designations preferredDisclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.#LI-TR1
...Job Description Job Description Employment Position Retail Manager R.P. Lumber Location: Carlinville, IL Summary of Position A Retail Manager is responsible for supervising all retail showroom activities of a location, including personnel, inventory...
...seeking an enthusiastic, innovative, and solutions-oriented Accounts Payable (AP) Supervisor to lead our AP Resource Center. This... ...coached, trained, and supported. Provide ongoing performance management and foster an inclusive, solution-driven environment. Customer...
...Facilities Management is seeking a Full Time Curator of Archives to oversee the Archival Management Program for the Placer County Museums Division. They will receive donations and transfers of official and historically significant records, photographs, maps, and other...
...block See approximately patients per day with 15-minute appointments Requirements: Must have recent medical dermatology clinic experience Licensed Nurse Practitioner or Physician Assistant Ability to work independently in a fast-paced outpatient setting...
...you to apply! The CDL A Operator Heavy Haul also involves performing various duties to aid in the retrieval and removal of railroad track material. Essential Functions Performs pre-trip and post-trip inspection of trucks, trailers, and equipment in...