Job Summary Ready for a rewarding career? A growing insurance agency is looking for a Personal Lines Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.
Responsibilities
Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
Gather necessary information to prepare accurate quotes and proposals for clients.
Provide clients with clear and detailed information about available coverage options.
Review and assess the current coverages of existing clients.
Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
Remarket policies when necessary to secure the best coverage and pricing for clients.
Assist clients in making coverage changes, endorsements, and policy updates.
Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
Manage direct-billed payments and billing inquiries on behalf of clients.
Provide clients with assistance and clarification regarding billing questions and issues.
Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.
Qualifications/Requirements
Knowledge and understanding of various insurance coverages, policies, and terms.
Excellent written and verbal communication skills.
The ability to convey complex insurance information in a clear and understandable manner.
Strong organizational and prioritization skills.
Proven ability to build and maintain positive client relationships.
Keen attention to detail when reviewing policies and documents.
Ability to analyze complex insurance situations and propose effective solutions.
Holds an active Property and Casualty (P&C) Insurance License.
Preferred Agency Management System Experience: EPIC
At least 1 year of experience in an Account Manager position.
Previous experience in personal lines account management.
Above average computer skills with the capacity to master essential software programs.
Compensation Package
Excellent opportunities for professional growth and advancement.
Competitive compensation: Between $48K-$60K (based on experience).
Paid time off and company holidays.
Comprehensive benefits package, including health, dental, vision, 401(k), and more.
Hybrid work schedule available.
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.