Personal Lines Account Manager

Posted 19 May 2025
Salary50000
LocationWesterville
Job type Permanent
DisciplineAgency
Reference135911

Job description

Job Summary

We are seeking a highly motivated and personable Personal Lines Account Manager to join our team. The ideal candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and cultivating positive relationships with clients.

Responsibilities

  • Proactively manage a portfolio of personal lines insurance accounts, including but not limited to auto, home, and umbrella policies.
  • Build and maintain strong relationships with clients to understand their insurance needs and recommend appropriate coverage options.
  • Provide personalized and responsive customer service, including handling inquiries, policy changes, and claims assistance.
  • Collaborate with insurance carriers to obtain quotes, process policy endorsements, and ensure accurate policy documentation.
  • Stay updated on industry trends, market changes, and regulatory requirements to provide informed advice to clients.

Qualifications/Requirements

  • At least 2 years of relevant insurance industry experience.
  • Excellent communication and interpersonal skills to effectively engage with clients and internal stakeholders.
  • Strong attention to detail and organizational skills to manage multiple client accounts simultaneously.
  • Proficiency in insurance agency management systems and Microsoft Office suite.
  • Ability to adapt to changing priorities and work in a fast-paced, team-oriented environment.
  • Holds an active P&C (Property and Casualty) insurance license.

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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