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 cross-selling opportunities to enhance client coverage.
Responsibilities
- Provide A-Z 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 high-quality 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 direct-billed 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
