Personal Lines Account Manager

Role Overview

• 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!