Personal Insurance Account Manager

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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