Personal Lines Account Manager

About Us
Konen Insurance is a trusted independent agency offering a comprehensive suite of insurance solutions designed to protect our clients from the unexpected. We go beyond simply selling insurancewe partner with our clients to empower them to make informed decisions about their protection and future. As a familyowned business we are committed to fostering a workplace culture of courtesy respect and empowerment for our staff.

Position Overview: Personal Lines Account Manager
We are seeking a dynamic and clientfocused Personal Lines Account Manager to build and maintain strong relationships with clients and carrier representatives while delivering outstanding customer service. This role requires sound judgment excellent communication skills and the ability to represent the agency positively in both professional and community settings. A positive outlook and growth mindset are essential to success in this position.

Licensing Requirements
A valid insurance license is required for this role. If you do not currently hold an insurance license it is expected that you complete and obtain your license within 90 days of employment. We cover the cost of the licensing class and exam to support your success.

Compensation

• Pay Range: $30000 $60000/year
• Competitive salary based on experience
• Opportunities for bonuses and performancebased incentives

Benefits

• Major Medical Insurance
• Shortterm and Longterm Disability Insurance
• Voluntary Life Vision and Dental Insurance
• Paid Time Off (PTO)
• Paid Holidays
• Retirement Savings Account
• Company Events
• Opportunities for professional growth and development

Key Responsibilities

Client Service and Account Management

• Provide exceptional service for assigned accounts following agency best practices.
• Proactively address client needs inquiries and service requests.
• Manage the marketing and placement of new business and renewal accounts.
• Achieve sales and retention goals by identifying opportunities for account rounding and upselling.
• Conduct annual reviews and risk assessments to ensure appropriate coverage for renewal policies.

Administrative and Operational Support

• Maintain accurate and organized client files including processing policies endorsements invoices certificates and documentation.
• Manage renewal expiration lists binders and aged receivables.
• Review and verify processed items for accuracy.
• Ensure compliance with underwriting requirements and carrier guidelines.
• Prepare and issue billing statements in accordance with credit and collection policies.

Professional Development

• Stay current with industry trends and carrier updates by participating in continuing education courses and reviewing relevant publications.
• Develop expertise in insurance products practices and risk management techniques.
• Participate in special projects and initiatives as assigned by management.

Qualifications and Skills

• Proficient in technology including Adobe Pro Microsoft Word Excel and Outlook as well as phone system operations.
• Strong time management and organizational skills.
• Advanced verbal and written communication abilities.
• Desire to acquire and maintain indepth knowledge of insurance industry products and practices.
• Selfmotivated with the ability to work independently and make sound decisions.
• Knowledge of brokerage operations including claims handling rating and applicable insurance laws.
• Familiarity with risk assessment and management techniques.

Why Join Us
At Konen Insurance we value diversity and inclusion. As an equal opportunity employer we do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status. Join a team that values your contributions and provides opportunities to grow professionally while making a positive impact in the community.