Personal Lines Account Manager

Role Overview

• Provide service to existing clients related to updating policies
• Answer customer calls and correspondence regarding new or existing insurance policies
• Work with new clients to understand their needs and present policy options
• Support a producer to review existing policies and bind renewals
• Resolve product or service issues by clarifying the customer's concern
• Maintain records of customer interactions and transactions
• Collaborate with team members and mentor staff

Requirements

• Hold the insurance license required by your state
• Minimum of two years Personal Lines insurance account management experience
• Bachelor's Degree or comparable work experience
• Strong knowledge of insurance products and usages
• Strong customer focus and an excellent phone manner
• Strong written and verbal communication skills
• Excellent math and reading skills to perform calculations
• Attention to detail, organization, multi-tasking, and follow-up skills
• Excellent time management skills with a personal accountability mindset
• Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry