Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Are you looking for growth opportunities in the insurance industry? If so, an established agency is seeking a dedicated Personal Lines Account Manager to join their team. This role is responsible for managing a portfolio of clients and providing exceptional service in the personal insurance sector. Primary duties include handling client inquiries, processing policy changes, renewals, and endorsements, as well as identifying cross-selling opportunities to enhance client coverage.

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.


• Required Agency Management System Experience: Applied EPIC


• 3+ years of relevant insurance industry experience preferred.


• Previous experience and familiarity with standard carriers is required.


• Familiarity with industry-specific software and rating systems.


• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.


• Competitive compensation: Between $70K-$85K (based on experience).


• Paid time off and company holidays.


• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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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