Job Description

Personal Lines Account Manager

Job Summary

Searching for a fulfilling career opportunity in the insurance industry? An established agency is seeking a dedicated Personal Lines Account Manager to join their team. This role is responsible for handling coverage issues, processing endorsements, addressing inquiries, coordinating renewals, managing policies, and more. If you're passionate about insurance and committed to delivering top-notch service, this dynamic field is your chance to shine.

Responsibilities

• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Serve as the point of contact for producers/clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: Applied EPIC
• 5+ years of relevant insurance industry experience preferred.
• Previous High-Net-Worth experience preferred.
• Familiarity with industry-specific software, technology platforms, and carrier rating systems.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $70k-$85k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Hybrid work schedule available.

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 employer's discretion.

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