Job Description
Job Summary
As a Personal Insurance Account Manager, you will be responsible for servicing a book of business from A-Z. Your role will involve providing exceptional customer service and ensuring that clients' insurance needs are met.
Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries and providing information on insurance products and services
- Manage a personal lines book of business, handling the entire process from initial client contact to policy issuance and ongoing servicing
- Develop and maintain strong relationships with clients, anticipating their insurance needs and providing personalized solutions
- Collaborate with insurance carriers to obtain quotes, process policy endorsements, and resolve any coverage or billing issues
- Keep accurate and detailed account records, ensuring compliance with industry regulations and company policies
- Stay updated on industry trends, coverage options, and regulations to provide informed guidance to clients
Qualifications/Requirements
- 5+ years of Account Management experience in an independent agency setting – preferred
- In-depth knowledge of personal insurance products, underwriting guidelines, and servicing processes
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
- Detail-oriented and organized, with the ability to manage multiple tasks and timelines effectively
- Proficiency in insurance agency management systems and Microsoft Office suite
- Active P&C (Property & Casualty) insurance license
- Prior experience servicing a book of business and working with multiple carriers – required
Compensation Package
- Compensation: Between $55k-$75k (based on experience).
- Competitive benefits package, paid time off, professional development opportunities, etc.
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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