Job Description
Personal Insurance Account Manager
Job Summary
Ready for a rewarding careerA growing insurance agency is looking for a Personal Insurance Account Manager with the ability to foster strong client relationships navigate insurance policies and deliver topnotch service. If youre a dedicated professional with a passion for insurance and a commitment to excellence this is your opportunity to excel.
Responsibilities
- Provide comprehensive 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 current coverages of existing clients advising on necessary adjustments or additional coverage.
- Recommend updates and changes in coverage to ensure clients have highquality insurance protection.
- Process policy renewals ensuring clients are informed about upcoming renewals and options.
- Remarket policies when necessary to secure the best coverage and pricing for clients.
- Assist clients with 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 providing assistance and clarification regarding billing questions and issues.
- Serve as the primary point of contact for both English and Spanishspeaking clients ensuring excellent customer service and fostering longterm relationships.
- Manage a portfolio of client accounts providing ongoing support policy renewals and addressing client inquiries.
- Collaborate with underwriters claims adjusters and other team members to ensure clients needs are met.
- Demonstrate adaptability and a willingness to take on other relevant duties 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.
- Bilingual fluency in English & Spanish required.
- 3 years of relevant insurance industry experience preferred.
- Previous experience in personal lines insurance and 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 $37K$60K (based on experience) commission.
- Paid time off and company holidays.
- Comprehensive benefits package including health dental vision 401(k) and more.
- Remote 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 employers discretion.
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