Account Manager, Personal Lines

Role Overview

• Build Strong relationships with clients to maintain existing business and to acquire new accounts by consistently providing prompt, accurate, and courteous service
• Process New and Renewal business, endorsement requests, proofs of insurance, and review policies and endorsements for accuracy and relevance
• Correspond in a professional manner with insurance companies and clients to update, obtain or verify necessary information for account servicing
• Accurately answer client questions about their insurance coverages and needs
• Accurately answer insurance company underwriting questions about client accounts
• Assist with Claims processing when applicable
• Assist with Marketing when applicable
• Keep informed about new coverages and products
• Handle tasks in a manner which comply with the agency’s quality control standards
• Continue to look for opportunities to make new sales and cross sell when in contact with clients

Requirements

• A current Property and Casualty Insurance License is preferred
• A high school diploma, two years of college or two years of experience in the insurance industry is preferred
• Experience with Microsoft Office products including Outlook, Word, Excel and Teams
• Strong respect for confidentiality and attention to detail
• Strong Time Management skills
• Excellent written and oral communication skills
• Ability to understand and analyze insurance coverages, forms and policies

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per company policy
• employee perks and discounts