Personal Lines Account Manager
Personal Lines Account Manager
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Job Description
Job Description
Job Title: Personal Lines Account Manager
Job Summary
Seeking a dedicated and detail-orientedPersonal Lines Account Managerto join a dynamic this role you will serve as a primary point of contact for clients building strong relationships and providing exceptional service while meeting their personal insurance needs. The ideal candidate will possess outstanding communication skills a strong background in insurance account management and a desire to contribute to a culture of excellence. This is a great opportunity to work in a collaborative and supportive environment where your expertise will drive customer satisfaction and retain long-lasting client relationships.
Responsibilities
- Manage a portfolio of personal lines insurance accounts by providing proactive and responsive service to clients.
- Build and nurture strong client relationships by understanding their specific insurance needs and offering tailored solutions.
- Assist clients with policy changes claims inquiries billing questions and coverage reviews with a high level of professionalism and accuracy.
- Partner with insurance carriers to ensure policies are issued and maintained effectively.
- Proactively identify opportunities for coverage adjustments or upgrades and present relevant options to clients.
- Stay up-to-date on industry changes company products and regulatory requirements to provide accurate and relevant advice to clients.
- Collaborate with internal teams to resolve issues and ensure seamless client experiences.
- Prepare and present insurance proposals for new clients or renewals with a focus on education and transparency.
- Maintain thorough and accurate documentation for all client interactions and account activities.
Qualifications/Requirements
- Minimum of 2 years of experience in personal lines insurance or account management roles.
- A valid Property and Casualty Insurance License is required (or willingness to obtain).
- Strong knowledge of personal insurance products including auto home rental and umbrella policies.
- Exceptional interpersonal communication and active listening skills.
- Proven ability to multi-task prioritize and operate in a fast-paced environment with high attention to detail.
- Proficiency in using insurance software tools CRM systems and MS Office applications (Word Excel Outlook).
- Client-focused mindset with the ability to resolve conflicts and manage challenges effectively and empathetically.
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
