Personal Lines Account Manager

Job Summary

Seeking a highly motivated and customer-oriented Personal Lines Account Manager to join a growing team. In this role, you will manage client accounts by providing top-tier customer service, maintaining strong relationships with clients, and ensuring their personal insurance needs are met efficiently.

Responsibilities

• Serve as the primary point of contact for assigned personal insurance clients, providing exceptional customer service and support.
• Build and maintain strong client relationships while delivering tailored insurance solutions to meet their specific needs.
• Handle inquiries regarding policies, coverage options, claims, billing, and renewals professionally and efficiently.
• Evaluate client insurance requirements and recommend appropriate coverage options and upgrades.
• Collaborate with insurance carriers and underwriters to secure quotes, endorsements, and policy illustrations.
• Conduct regular reviews of insurance policies to ensure clients have adequate protection and are aware of policy changes or upgrades.
• Keep meticulous records of client interactions, policy details, and documents using the agency management system.
• Proactively cross-sell and up-sell additional policies and services to existing clients to contribute to business growth.
• Identify opportunities to improve operational efficiency and customer satisfaction.
• Ensure compliance with all regulatory and company standards regarding insurance policies and procedures.

Qualifications/Requirements

• Proven experience in a customer service, account manager, or insurance-related role, preferably in personal lines insurance.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong verbal and written communication skills with the ability to explain complex insurance concepts in a clear and understandable manner.
• Excellent organizational skills and high attention to detail.
• Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment.
• A collaborative mindset and ability to work effectively in a team environment.

Compensation Package

• Compensation: Between $40K-$50K (based on experience) + bonus opportunities.
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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