Job Description
Personal Insurance Account Manager Hybrid
Job Summary
Seeking a dedicated and customer-focused Personal Insurance Account Manager to join a growing team. This hybrid role offers an excellent opportunity to work in a supportive family-oriented environment with the backing of a well-established financial institution. The ideal candidate will be responsible for managing personal insurance accounts providing exceptional service and ensuring client satisfaction.
Compensation Package
- Salary Range: $55000 - $60000 (hard cap)
- Incentives:
- 25% commission on new and renewal business (if licensed)
- 25% commission on account rounding
- Annual performance-based bonuses
- Benefits:
- Comprehensive benefits package
- 401(k) with 6% match
- Pension plan
- Work Schedule: Hybrid model (4 days in-office 1 day remote after 90 days)
- Travel: None required
Responsibilities
- Manage a portfolio of 400-500 personal insurance accounts with premiums averaging $3000 and up to $10000.
- Handle all aspects of personal insurance account management including reviewing expiration lists remarketing addressing coverage questions and cross-selling.
- Collaborate with specialized departments for claims new business and processing allowing a focus on client service.
- Quote renewal business and ensure timely and accurate policy updates.
- Build and maintain strong relationships with clients to ensure satisfaction and retention.
Qualifications/Requirements
- Licensure: Property & Casualty (P&C) license preferred but not required at the time of hire. Must obtain P&C license within six months of employment.
- Experience: Open to candidates with varying levels of experience from entry-level to seasoned professionals. Candidates with independent agency captive agency or carrier personal lines experience are encouraged to apply.
- Technical Skills: Familiarity with Applied EPIC software is a plus.
- Skills: Strong customer service organizational and communication skills.
#LI-BH1
Required Experience:
Manager
Job DescriptionPersonal Insurance Account Manager HybridJob SummarySeeking a dedicated and customer-focused Personal Insurance Account Manager to join a growing team. This hybrid role offers an excellent opportunity to work in a supportive family-oriented environment with the backing of a well-esta...
Job Description
Personal Insurance Account Manager Hybrid
Job Summary
Seeking a dedicated and customer-focused Personal Insurance Account Manager to join a growing team. This hybrid role offers an excellent opportunity to work in a supportive family-oriented environment with the backing of a well-established financial institution. The ideal candidate will be responsible for managing personal insurance accounts providing exceptional service and ensuring client satisfaction.
Compensation Package
- Salary Range: $55000 - $60000 (hard cap)
- Incentives:
- 25% commission on new and renewal business (if licensed)
- 25% commission on account rounding
- Annual performance-based bonuses
- Benefits:
- Comprehensive benefits package
- 401(k) with 6% match
- Pension plan
- Work Schedule: Hybrid model (4 days in-office 1 day remote after 90 days)
- Travel: None required
Responsibilities
- Manage a portfolio of 400-500 personal insurance accounts with premiums averaging $3000 and up to $10000.
- Handle all aspects of personal insurance account management including reviewing expiration lists remarketing addressing coverage questions and cross-selling.
- Collaborate with specialized departments for claims new business and processing allowing a focus on client service.
- Quote renewal business and ensure timely and accurate policy updates.
- Build and maintain strong relationships with clients to ensure satisfaction and retention.
Qualifications/Requirements
- Licensure: Property & Casualty (P&C) license preferred but not required at the time of hire. Must obtain P&C license within six months of employment.
- Experience: Open to candidates with varying levels of experience from entry-level to seasoned professionals. Candidates with independent agency captive agency or carrier personal lines experience are encouraged to apply.
- Technical Skills: Familiarity with Applied EPIC software is a plus.
- Skills: Strong customer service organizational and communication skills.
#LI-BH1
Required Experience:
Manager
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