Overview

Our client is seeking a motivated and customer-focused Personal Insurance Account Manager to join their dynamic team. This is a hybrid role that allows for a combination of remote and in-office work, providing a flexible work environment.

Responsibilities

• Manage client accounts and provide exceptional customer service for personal insurance lines
• Communicate with clients to understand their insurance needs and provide tailored solutions
• Review policy coverage and advise clients on potential gaps or additional coverage options
• Process policy changes, endorsements, and renewals in a timely and accurate manner
• Collaborate with underwriters and carriers to negotiate terms and secure the best coverage for clients
• Develop and maintain strong client relationships to ensure client retention and satisfaction
• Stay updated on industry trends, regulations, and changes in the insurance market
• Handle client inquiries and claims, providing support and guidance throughout the process

Qualifications

• 3+ years (Retail Insurance Agency) of proven experience as an Account Manager in personal insurance, with a strong understanding of standard personal lines
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Proficient in insurance software and Microsoft Office suite
• Knowledge of insurance regulations and compliance requirements
• Strong organizational skills and attention to detail
• Ability to work independently and as part of a team
• Property & Casualty License

Day-to-day

• Engage with clients through various communication channels to handle inquiries and provide support
• Review and analyze client policies to identify opportunities for additional coverage or potential risks
• Coordinate with carriers and underwriters to negotiate terms and secure the best coverage for clients
• Process policy changes, endorsements, and renewals with a high level of accuracy and efficiency
• Stay updated on industry trends, regulations, and changes in the insurance market to provide informed advice to clients

Compensation

• Compensation: Between $60,000 – $75,000+ (based on experience).
• 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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