Personal Insurance Account Manager

Seeking a dedicated and experienced Commercial and/or Personal Insurance Account Manager to manage relationships with clients. The role involves addressing personal insurance needs with exceptional service and tailored solutions. This position focuses on building trust delivering high-quality service and providing personalized insurance recommendations aligned with clients unique needs.

• Act as the primary contact for Personal & Commercial Lines clients offering expert guidance on insurance products.
• Manage client accounts ensuring timely policy renewals endorsements and updates.
• Develop customized insurance solutions to meet individual client needs identifying opportunities to enhance coverage.
• Build and maintain strong relationships with clients delivering exceptional service.
• Respond to inquiries about insurance coverage claims billing and policy changes promptly and accurately.
• Collaborate with internal teams such as underwriters sales and claims departments to ensure seamless service delivery.
• Maintain accurate documentation of client interactions and account activities in compliance with company standards.
• Stay informed about industry trends products and regulatory requirements to provide clients with relevant advice.
• Identify and proactively resolve client issues that may impact satisfaction.

• Experience as an Account Manager or similar role in the insurance industry particularly in personal & commercial lines insurance.
• Comprehensive knowledge of personal insurance products coverage options and relevant regulations.
• Strong interpersonal and communication skills with the ability to build trust and engage with clients at all levels.
• Highly organized and detail-oriented with the ability to manage multiple client accounts and priorities.
• Experience with client relationship management (CRM) software and other relevant tools.
• Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions.
• A strong focus on providing excellent customer service.
• Possession of insurance-related professional designations (e.g. CPCU CISR) is a plus.
• High school diploma or equivalent required; Bachelors degree in Business Insurance or a related field preferred.
• Licensure in personal insurance (state-specific requirements may apply) or willingness to obtain licensure promptly following hire.

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-BJ1