Personal Lines Account Manager

Salary60000
LocationCumming
Job type Permanent
DisciplineAgency
Reference140016

Job description

Personal Lines Account Manager - Cumming, GA 

$50-$65k Depending on Experience. 
Established and Reputable Independent Agency seeking a Personal Lines professional to join their team. 

 

📝 Key Responsibilities

  • Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and handling all account service needs.
  • Policy Management: Manage and oversee personal lines insurance policies, ensuring timely renewals and updates in line with client requirements.
  • Risk Assessment: Analyze and evaluate clients' coverage needs, recommending appropriate adjustments to policies.
  • Customer Service: Provide exceptional service by promptly responding to client requests and resolving issues effectively.
  • Documentation: Maintain accurate client records and complete necessary documentation for policy changes and renewals.
  • Relationship Building: Foster strong, long-term relationships with clients to ensure satisfaction and loyalty.
  • Cross-Sell: Cross-sell to existing clients as well as selling to potential new clients. ​

 

Qualifications

  • Experience: Minimum of 2 years in personal lines insurance account management.
  • Licensing: Active Property & Casualty license in Georgia.
  • Skills: Strong communication, organizational, and customer service skills.
  • Technical Proficiency: Experience with insurance software and CRM systems; proficiency in Microsoft Office Suite

 

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