Personal Insurance Account Manager
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Job Location:
Overland Park, KS - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Insurance Account Manager
Job Summary
Seeking an enthusiastic and detail-orientedPersonal Insurance Account Managerto join a dynamic this role you will be responsible for managing and growing a portfolio of personal insurance clients ensuring they receive exceptional support and solutions tailored to their needs. You will act as a trusted advisor building strong relationships while delivering excellent service to uphold client satisfaction and retention.
Responsibilities
- Build and maintain strong relationships with clients by serving as a reliable point of contact for their personal insurance needs.
- Assess client insurance requirements and recommend personalized coverage solutions that align with their goals and circumstances.
- Support new and existing clients by explaining policy options offering expert guidance and addressing inquiries or concerns promptly.
- Manage policy renewals adjustments and claims processes ensuring a seamless experience for clients.
- Proactively identify opportunities to upsell or cross-sell insurance products and services.
- Collaborate with internal departments to ensure accurate documentation timely processing and compliance with industry regulations.
- Maintain detailed client files and records in alignment with company policies and confidentiality standards.
- Stay informed about industry trends products and changes in regulations to remain a knowledgeable resource for clients.
- Contribute to the teams overall goals by meeting performance metrics and participating in departmental initiatives.
Qualifications/Requirements
- Proven experience in a client-facing account management role preferably in personal insurance.
- Excellent written and verbal communication skills with the ability to present information clearly and empathetically to clients from diverse backgrounds.
- Strong organizational and time-management abilities with keen attention to detail.
- Problem-solving mindset with the ability to work both independently and collaboratively to address client needs.
- Working knowledge of personal insurance products and policies is preferred.
- Proficiency in using CRM systems insurance software and Microsoft Office Suite.
- Holds an active P&C (Property and Casualty) insurance license.
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.
Required Experience:
Manager
Key Skills
- Administration
- Facilities Management
- Advocacy
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- Back Office
About Company
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