Insurance Account Manager
| Summary | The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients. This role requires a strong understanding of insurance products, excellent customer service skills, and the ability to build and maintain strong client relationships. |
| Essential Duties | * Client Servicing: * Provide prompt and professional service to clients regarding policy inquiries, claims reporting, and policy changes. * Build and maintain strong client relationships through proactive communication and exceptional customer service. * Conduct regular client reviews to ensure coverage adequacy and identify potential cross-selling opportunities. * Respond to client requests and resolve issues in a timely and efficient manner. * Policy Management: * Process policy applications, renewals, and endorsements accurately and efficiently. * Review and analyze client information to determine appropriate coverage options. * Prepare and deliver policy documents and explanations of coverage. * Maintain accurate and up-to-date client records in agency management systems. * Sales & Marketing: * Identify and pursue cross-selling opportunities within existing client portfolios. * Participate in marketing campaigns and other sales initiatives as needed. * Develop and maintain relationships with insurance carriers. * Claims Handling: * Assist clients with reporting claims and guide them through the claims process. * Advocate for clients with insurance carriers to ensure fair and timely claim settlements. * Compliance: * Ensure compliance with all applicable insurance regulations and agency procedures. * Maintain confidentiality of client information. |
| Desired Qualifications | * Education: High School Diploma or equivalent required; Associate's or bachelor’s degree in insurance, Business, or a related field preferred. * Experience: 2+ years of experience in personal lines insurance (e.g., Homeowners, Auto, Renters) preferred |
| Licenses & Certifications | * Property & Casualty Insurance License required. * Life & Health Insurance License preferred. |
| Skills |
* Excellent communication and interpersonal skills, both written and verbal. * Strong customer service orientation with a focus on client satisfaction. * Ability to build and maintain strong client relationships. * Proficient in Microsoft Office Suite (Word, Excel, Outlook). * Experience with agency management systems preferred. * Strong analytical and problem-solving skills. * Detail-oriented with excellent organizational and time management skills. * Ability to work independently and as part of a team. |
| Benefits | *Health, Vision and Dental Insurance *401K Plan |
