Job description
Personal Insurance Account Manager
Job Summary
Seeking a dedicated and experienced Personal Insurance Account Manager to join a team. This role involves managing a portfolio of personal insurance accounts, providing exceptional service, and ensuring client satisfaction. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a proactive approach to account management. This is an exciting opportunity to join a collaborative and family-oriented team with a long-standing reputation for excellence in the insurance industry.
Compensation Package
- Base Salary: $50,000–$60,000 annually
- Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Manage personal insurance accounts from start to finish, including quoting new and renewal business, policy servicing, endorsements, and upselling/cross-selling
- Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally
- Collaborate with team members to maintain a supportive and efficient work environment
- Utilize AMS360 and Microsoft Office tools (Outlook, Word) to manage accounts and documentation
- Maintain a polished and professional demeanor in all client and staff interactions
Qualifications/Requirements
- Licensing: Active Missouri Property & Casualty (P&C) license (Personal Lines Producer License or regular P&C License)
- Experience: Minimum of 2 years of current P&C experience as a Personal Lines Account Manager or CSR in an independent agency
- Preferred Experience: Prior experience with high-net-worth accounts is a plus but not required
- Technical Skills: Proficiency in AMS360 and Microsoft Office Suite
- Soft Skills:
- Professional appearance and polished communication skills
- Warm, friendly, and approachable demeanor
- Strong team orientation and collaborative mindset
- Proactive and intuitive understanding of tasks
- Personable and detail-oriented with excellent grammar and client interaction skills
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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