Personal Lines Account Manager and Personal Producer
Personal Lines Account Manager and Personal Producer
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Job Description
Job Description
Job Title: Personal Lines Account Manager and Personal Producer
Job Summary
We are seeking a motivated and results-driven Personal Lines Account Manager and Personal Producer to join our dynamic and inclusive team. This role offers a unique opportunity to build relationships with clients manage their personal insurance needs and grow the existing book of business through proactive sales efforts. You will serve as a trusted advisor to clients ensuring that their insurance policies provide the right protection to meet their needs. If you are passionate about delivering exceptional customer service have a keen eye for detail and thrive in a collaborative environment we encourage you to apply.
Responsibilities
Account Management:
- Act as the primary point of contact for new and existing personal lines clients addressing their questions concerns and policy needs.
- Build and maintain strong client relationships through superior service and regular communication.
- Process renewals endorsements cancellations and other policy transactions accurately and in a timely manner.
- Review client profiles and insurance policies to ensure adequate coverage and identify opportunities for upselling or cross-selling.
Sales and Production:
- Proactively generate new business opportunities through referrals networking and marketing efforts.
- Meet or exceed personal sales and retention goals by identifying and solving client challenges.
- Conduct thorough assessments of client risk exposures and recommend insurance solutions tailored to their needs.
Risk Management:
- Stay informed on insurance industry trends competitive products and regulatory changes to provide the best guidance to clients.
- Assist clients with claims by providing guidance and acting as a liaison between clients and carriers.
Collaboration:
- Work closely with the sales and support teams to ensure seamless customer experiences.
- Contribute to a culture of teamwork accountability and respect.
Qualifications/Requirements
Education and Experience:
- High school diploma or equivalent required; Bachelors degree preferred.
- A minimum of 2 years of experience in insurance account management or as a producer specifically in personal lines insurance.
Licensing:
- Active Property & Casualty insurance license is required.
Skills:
- Strong understanding of personal lines insurance products pricing and underwriting guidelines.
- Exceptional interpersonal and communication skills with the ability to build trust and rapport with clients.
- Detailed-oriented with excellent organizational and time management abilities.
- Tech-savvy with proficiency in insurance management systems and Microsoft Office Suite.
Personal Attributes:
- Demonstrates initiative integrity and a commitment to client advocacy.
- Able to thrive in a fast-paced environment where multitasking is essential.
Compensation Package
- Compensation: Between $45k-$60k (based on experience).
- Competitive benefits package paid time off professional development opportunities etc.
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
