Personal Lines Account Manager

Job Summary

Seeking a proactive, detail-oriented, and customer-focused Personal Lines Account Manager to join a dynamic team. In this role, you will be responsible for managing and servicing a portfolio of personal insurance accounts. The ideal candidate is a team player with excellent communication and organizational skills who thrives in a fast-paced environment. This role offers an exciting opportunity to build meaningful relationships with clients while contributing to the growth and success of the company.

Responsibilities

• Act as the primary contact for clients, addressing inquiries, solving issues, and providing excellent customer service.
• Proactively manage and service an assigned book of personal lines insurance accounts, including policy renewals, changes, and new business placements.
• Identify client needs and recommend tailored insurance solutions to meet their coverage requirements.
• Process policy documents, endorsements, certificates, and other required documentation accurately and efficiently.
• Collaborate with insurance carriers to secure quotes, negotiate terms, and resolve coverage or underwriting concerns.
• Assist with cross-selling additional products or services to enhance client satisfaction and build long-term relationships.
• Educate clients about their insurance policies and coverage options, ensuring they understand the value of their policies.
• Stay informed about industry trends, regulations, and carrier changes that may impact clients or accounts.
• Contribute to team goals and participate in training and professional development opportunities.
• Maintain accurate records of all client interactions and transactions in the agency management system.

Qualifications/Requirements

• Experience: Previous experience (2-4 years) in personal lines insurance or account management preferred.
• Licensing: Active Property & Casualty Insurance License.
• Skills: Strong interpersonal, communication, and organizational skills with a keen attention to detail.
• Familiarity with insurance management systems and tools is a plus.
• Proven ability to multi-task, prioritize, and manage time in a fast-paced environment.
• A customer-first mindset with a commitment to delivering high-quality service.
• Problem-solving skills with the ability to handle challenging situations professionally and effectively.

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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