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Personal Lines Account Manager
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- The Personal Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.
- Maintaining a professional connection between clients, the agency and company underwriter.
- This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverages for each risk.
- Keep records of client activity documenting file with details for follow up.
- Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate.
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