Personal Lines Account Manager

LocationSavannah
Job type Permanent
DisciplineAgency
Reference140130

Job description

Established and reputable Insurance Agency near Savannah, GA
Seeking an Personal Lines Insurance Professional to add to their growing Account Manager team. 
Competitive salary depending on experience, comprehensive benefit plan, and excellent growth-driven company culture.

 

📝 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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