Responsibilities

• Develop and maintain strong relationships with clients, understanding their insurance needs and providing expert advice
• Manage and service a portfolio of personal lines insurance accounts, including homeowners, auto, and umbrella policies
• Collaborate with insurance carriers to obtain quotes, process endorsements, and handle policy renewals
• Provide timely and accurate responses to client inquiries and address any concerns or issues that may arise
• Stay informed about industry trends, insurance products, and underwriting guidelines to provide informed recommendations to clients
• Maintain detailed and accurate client records in our agency management system
• Collaborate with the sales team to support revenue growth and client retention efforts

Qualifications

• Previous experience as an Account Manager in the personal lines insurance industry
• Solid understanding of personal lines insurance products, coverage options, and underwriting guidelines
• Exceptional customer service and communication skills, with the ability to build rapport and trust with clients
• Strong organizational skills and attention to detail to effectively manage client accounts and documentation
• Proficiency in using agency management systems and Microsoft Office suite
• Insurance licensure and relevant certifications are preferred but not required

Day-to-day

• Communicating with clients via phone, email, and in-person meetings to assess their insurance needs and provide personalized solutions
• Collaborating with internal teams to ensure client satisfaction and seamless policy administration
• Conducting policy reviews and annual account check-ins to proactively identify opportunities for coverage enhancements or policy adjustments
• Maintaining regular communication with insurance carriers to stay informed about new products, underwriting guidelines, and industry updates
• Updating client records in the agency management system and ensuring accuracy of policy details and client information

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