Job Description

Job Summary

We are seeking a motivated and customer-focused Personal Lines Renewal Specialist to join our team. The ideal candidate will be responsible for managing the renewal process for personal insurance clients and ensuring a high level of customer satisfaction.

Responsibilities

• Review and assess personal lines insurance policies to determine renewal options
• Communicate with clients to obtain necessary information for the renewal process
• Prepare and present renewal options and quotes to clients
• Follow up with clients to answer any questions and address concerns
• Ensure all paperwork and documentation is accurate and complete for policy renewals
• Collaborate with underwriters and other team members to provide the best possible renewal options for clients
• Stay up to date on industry trends and changes in regulations that may impact policy renewals
• Provide exceptional customer service and support throughout the renewal process

Qualifications/Requirements

• 1+ year of relevant independent agency experience preferred
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational abilities
• Knowledge of insurance industry regulations and best practices
• Proficiency in using insurance management software and MS Office suite
• Ability to work independently and as part of a team to meet renewal goals
• Holds an active P&C (Property and Casualty) insurance license – required

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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