Personal Lines Account Manager
Personal Lines Account Manager
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Job Description
Job Description
Job Title: Personal Lines Account Manager
Job Summary
We are seeking a motivated and detail-orientedPersonal Lines Account Managerto join our dynamic team. In this role you will be the primary point of contact for personal insurance clients providing exceptional service building long-term relationships and managing policies to meet their unique needs. This is an excellent opportunity for a customer-focused professional with a passion for helping others and a strong understanding of personal insurance products.
Responsibilities
- Serve as the primary liaison between clients and the agency ensuring client inquiries concerns and policy updates are handled with efficiency and professionalism.
- Manage and renew a portfolio of personal lines insurance policies including home auto and other individual coverage.
- Provide expert advice and recommendations to clients regarding policy options coverage levels and risk management strategies.
- Develop and nurture long-term relationships with clients to ensure client satisfaction and retention.
- Monitor client accounts to identify cross-selling opportunities and upsell additional insurance products as appropriate.
- Process policy endorsements changes renewals cancellations and claims in a timely and accurate manner.
- Stay updated on personal insurance products industry trends and regulatory requirements to provide accurate and timely information to clients.
- Collaborate with underwriters carriers and other team members to ensure outstanding service delivery.
- Maintain detailed and accurate client files in compliance with company and regulatory standards.
Qualifications/Requirements
- 5 years of experience in personal lines account management preferred.
- Holds an active P&C (Property and Casualty) insurance license.
- Excellent verbal and written communication skills with a demonstrated ability to build trust and rapport with clients.
- Strong attention to detail time management and organizational skills.
- Proficiency in navigating agency management software systems and basic office programs (e.g. Microsoft Office Suite).
- Ability to analyze client needs and offer personalized solutions in a consultative manner.
- Commitment to continuous professional development including staying abreast of industry changes and certifications.
- Previous experience working with a variety of carriers including Mercury (required) and Safeco as well as programs like the California FAIR Plan.
Compensation Package
- Compensation: Between $65k-$85k (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
