Job Description
Personal Lines Account Manager
Job Summary
Seeking a highly motivated detail-oriented and customer-focusedPersonal Lines Account Managerto join a team. The ideal candidate will excel in providing exceptional support to clients while maintaining strong relationships with insurance carriers. As an integral part of a growing team you will ensure policy accuracy address client inquiries and deliver personalized recommendations for personal insurance needs.
Responsibilities
- Build and nurture strong relationships with clients by understanding their personal insurance needs and providing excellent customer service.
- Manage a portfolio of personal lines insurance accounts ensuring policies are accurate and up to date.
- Provide timely and accurate responses to client inquiries policy changes coverage questions and billing concerns.
- Educate clients on coverage options and make tailored recommendations to suit their personal needs.
- Collaborate with insurance carriers to quote bind renew and service policies always striving for optimal results for clients.
- Monitor and manage renewals cancellations and non-renewals; proactively suggest mitigation strategies.
- Stay up-to-date with industry trends regulatory changes and insurance products to provide accurate advice to clients.
- Identify opportunities for cross-selling or upselling additional services and products to support clients needs.
- Work collaboratively with internal team members to promote teamwork and seamless client service.
- Maintain client data securely and accurately using agency management systems and follow all compliance guidelines.
Qualifications/Requirements
- Proven experience as an Account Manager or in a similar client-facing role; personal lines insurance experience is highly preferred.
- In-depth understanding of personal insurance products such as homeowners auto renters and umbrella policies.
- Holds an active P&C (Property and Casualty) insurance license.
- Exceptional interpersonal and communication skills combined with a passion for customer satisfaction.
- Proficiency in using insurance software/agency management systems and standard office software (e.g. Microsoft Office Suite).
- Strong organizational multitasking and problem-solving abilities with high attention to detail.
- Ability to work independently and as part of a collaborative team in a fast-paced environment.
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.
#LI-PM1
Required Experience:
Manager
Job DescriptionPersonal Lines Account ManagerJob SummarySeeking a highly motivated detail-oriented and customer-focusedPersonal Lines Account Managerto join a team. The ideal candidate will excel in providing exceptional support to clients while maintaining strong relationships with insurance carrie...
Job Description
Personal Lines Account Manager
Job Summary
Seeking a highly motivated detail-oriented and customer-focusedPersonal Lines Account Managerto join a team. The ideal candidate will excel in providing exceptional support to clients while maintaining strong relationships with insurance carriers. As an integral part of a growing team you will ensure policy accuracy address client inquiries and deliver personalized recommendations for personal insurance needs.
Responsibilities
- Build and nurture strong relationships with clients by understanding their personal insurance needs and providing excellent customer service.
- Manage a portfolio of personal lines insurance accounts ensuring policies are accurate and up to date.
- Provide timely and accurate responses to client inquiries policy changes coverage questions and billing concerns.
- Educate clients on coverage options and make tailored recommendations to suit their personal needs.
- Collaborate with insurance carriers to quote bind renew and service policies always striving for optimal results for clients.
- Monitor and manage renewals cancellations and non-renewals; proactively suggest mitigation strategies.
- Stay up-to-date with industry trends regulatory changes and insurance products to provide accurate advice to clients.
- Identify opportunities for cross-selling or upselling additional services and products to support clients needs.
- Work collaboratively with internal team members to promote teamwork and seamless client service.
- Maintain client data securely and accurately using agency management systems and follow all compliance guidelines.
Qualifications/Requirements
- Proven experience as an Account Manager or in a similar client-facing role; personal lines insurance experience is highly preferred.
- In-depth understanding of personal insurance products such as homeowners auto renters and umbrella policies.
- Holds an active P&C (Property and Casualty) insurance license.
- Exceptional interpersonal and communication skills combined with a passion for customer satisfaction.
- Proficiency in using insurance software/agency management systems and standard office software (e.g. Microsoft Office Suite).
- Strong organizational multitasking and problem-solving abilities with high attention to detail.
- Ability to work independently and as part of a collaborative team in a fast-paced environment.
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.
#LI-PM1
Required Experience:
Manager
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