Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
Handle billing, service and endorsement requests and process necessary paperwork associated with requested
Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
Maintain knowledge of all company systems and offerings
Requirements
3+ years of experience in customer service and/or sales in the p&c insurance industry
Strong interpersonal skills and ability to effectively communicate via phone or email
Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
Self-directed with good decision making and time management skills
Proficient PC skills; knowledge of insurance software including AMS360
Benefits
Company Paid Life Insurance
Long-Term and Short-Term Disability
Medical, Dental, Vision and FSA/HSA plans
401(k) with company match
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
Generous PTO
An awesome team of professionals!
Personal Lines Account Manager at Hilb Group | JobVerse