Overview

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. The ideal candidate will have strong account management skills and be proficient in AMS software, preferably Hawksoft. This position will involve working with a variety of personal lines insurance products, including high net worth and standard policies.

Responsibilities

• Manage a portfolio of personal lines accounts, including high net worth and standard policies
• Build and maintain strong relationships with clients, understanding their insurance needs and providing exceptional service
• Process new business, endorsements, and renewals with accuracy and attention to detail
• Collaborate with insurance carriers to obtain quotes, negotiate terms, and secure coverage for clients
• Stay updated on industry trends, products, and underwriting guidelines to provide informed advice to clients
• Assist in resolving client inquiries, issues, and claims in a timely and empathetic manner
• contribute to the growth and retention of the personal lines book of business
• Uphold company standards and compliance requirements while delivering top-notch service

Qualifications

• Proven experience as an Account Manager in the insurance industry
• Proficiency in AMS software, preferably Hawksoft
• In-depth knowledge of personal lines insurance, including high net worth and standard policies
• Strong communication and interpersonal skills, with a customer-focused approach
• Detail-oriented with excellent organizational and time management abilities
• Ability to work effectively both independently and as part of a team
• Licensed in Property & Casualty (P&C) insurance is a plus

Day-to-day

• Communicating with clients via phone, email, and in-person meetings
• Analyzing coverage options and providing recommendations to clients
• Processing policy changes, endorsements, and renewals
• Collaborating with insurance carriers to obtain quotes and negotiate terms
• Maintaining accurate client records and documentation
• Staying updated on industry trends and product offerings
• Providing exceptional service and support to clients, addressing their inquiries and concerns

 

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