Personal Lines Account Manager/Producer

What kind of personal lines accounts (high net worth, avg. clients, fire, auto, home, recreational, umbrella, etc.) are you experienced with?

Which agency management systems are you familiar with, AMS360, TAM, EPIC, etc?

Are you comfortable with rounding out / cross-selling accounts?

Although the personal lines position you have applied for is primarily a service/support type role, are you comfortable with handling new client call-in or walk-in sales?

Are you familiar with and able to work independently to quote/market new business and account renewals?

What size range (annual premiums) are the accounts you have experience with?

Why are you searching for a new position?

Are you comfortable with carrier online programs and rating (for appropriate accounts)?

What insurance companies/carriers and/or wholesalers are you familiar with? Please list primary carriers you are familiar with:

Are you currently working? If so, where? (Your current employer will NOT or EVER be contacted)

What are your base salary requirements? Please provide a range which does not include bonuses or commissions.

Do you require health benefits from your next employer? If not, do you have an individual plan paid for out of pocket? Do you receive coverage from a family member?

Please list all active insurance licenses and or designations (CISR, CIC, CPU, etc.):

What kind of commute are you willing to make? If there are specific areas to avoid or target, please let us know:

If you have been actively interviewing can you please let us know where you have been? This will help avoid duplication of efforts, and also enable us to NOT contact agencies you are already speaking to.

Are you available to interview this/next week? Are there particular times of the day or week that are best for you?

What is your home zip code?

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