Personal Lines Sales Account Manager POST NUMBER: 423317
Essential Duties and Functions:
- Providing the best-level of customer service/support to all client's accounts
- Provide quotes to new clients to enroll
- Rate and prepare quotations when necessary (new and existing clients)
- Mail binders and ID cards to insureds
- Mail; fax or email application to company and suspend for receipt of policy
- Handle client telephone and mail requests for information; endorsements; cancellations and other services as required
- Assist with accounts receivable control
- Document all conversations with insured and/or other interested parties
- Complete policy rewrites when necessary
- Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
- Maintain and update the AMS 360 and Image Right database timely and accurately
- Inform company and client of errors in polices or endorsements
- Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
- Maintain current state license
- Attend appropriate classes and seminars
- Sit for examinations as required
- Setup and maintain agency files as required
- Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed
- Perform other assignments as required.
- Florida 220 Property & Casualty license.
- Knowledge of customer service functions such as rating; marketing; claims handling and coverage information
- Strong commitment to service for the agency's clients
- Effective written and verbal communications skills
- Effective and efficient use of computer and related equipment
- Good organizational skills; attention to detail and ability to respond to requests effectively and efficiently
- Industry designations are promoted and funded by the agency
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco”) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco’s HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.