Personal Insurance Account Manager
Personal Insurance Account Manager
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Job Description
Job Description
Personal Insurance Account Manager
Job Summary
Are you looking for growth opportunities in the insurance industry If so a growing agency is seeking a dedicated Personal Insurance 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 crossselling opportunities to enhance client coverage.
Responsibilities
- Provide AZ 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.
- Prepare accurate and timely quotes for new and renewal business.
- 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 highquality 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 directbilled 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 agencys 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.
- Highly preferred Agency Management System Experience: AMS360
- At least 1 year of relevant insurance industry experience required. 3 years preferred.
- Above average computer skills with the capacity to master essential software programs.
- Previous independent agency experience is required.
Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $60K$70K (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 employers discretion.
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Required Experience:
Manager
Employment Type
Full-Time
