Personal Lines Account Manager
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Job Location:
Saint Peters, MO - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Account Manager
Job Summary
Seeking a proactive detail-oriented and customer-focused Personal Lines Account Manager to join a dynamic this role you will be responsible for managing and servicing a portfolio of personal insurance accounts. The ideal candidate is a team player with excellent communication and organizational skills who thrives in a fast-paced environment. This role offers an exciting opportunity to build meaningful relationships with clients while contributing to the growth and success of the company.
Responsibilities
- Act as the primary contact for clients addressing inquiries solving issues and providing excellent customer service.
- Proactively manage and service an assigned book of personal lines insurance accounts including policy renewals changes and new business placements.
- Identify client needs and recommend tailored insurance solutions to meet their coverage requirements.
- Process policy documents endorsements certificates and other required documentation accurately and efficiently.
- Collaborate with insurance carriers to secure quotes negotiate terms and resolve coverage or underwriting concerns.
- Assist with cross-selling additional products or services to enhance client satisfaction and build long-term relationships.
- Educate clients about their insurance policies and coverage options ensuring they understand the value of their policies.
- Stay informed about industry trends regulations and carrier changes that may impact clients or accounts.
- Contribute to team goals and participate in training and professional development opportunities.
- Maintain accurate records of all client interactions and transactions in the agency management system.
Qualifications/Requirements
- Experience:Previous experience (2-4 years) in personal lines insurance or account management preferred.
- Licensing:Active Property & Casualty Insurance License.
- Skills:Strong interpersonal communication and organizational skills with a keen attention to detail.
- Familiarity with insurance management systems and tools is a plus.
- Proven ability to multi-task prioritize and manage time in a fast-paced environment.
- A customer-first mindset with a commitment to delivering high-quality service.
- Problem-solving skills with the ability to handle challenging situations professionally and effectively.
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
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