Account Manager - Personal Insurance

**OVERVIEW**

In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business based on location

practice. Market and service accounts (new and existing) in a way that fosters new business development and existing client

perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account

files. Must be able to handle an account and sell policies from beginning to end as well as maintain compliance responses for

accounts sold. Might also be required to help train employees at management’s request.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of

this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-

inclusive listing o...