Job Description
Job Title: Personal Lines Account Manager and Personal Producer
Job Summary
We are seeking a motivated and results-driven Personal Lines Account Manager and Personal Producer to join our dynamic and inclusive team. This role offers a unique opportunity to build relationships with clients, manage their personal insurance needs, and grow the existing book of business through proactive sales efforts. You will serve as a trusted advisor to clients, ensuring that their insurance policies provide the right protection to meet their needs. If you are passionate about delivering exceptional customer service, have a keen eye for detail, and thrive in a collaborative environment, we encourage you to apply.
Responsibilities
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Account Management:
- Act as the primary point of contact for new and existing personal lines clients, addressing their questions, concerns, and policy needs.
- Build and maintain strong client relationships through superior service and regular communication.
- Process renewals, endorsements, cancellations, and other policy transactions accurately and in a timely manner.
- Review client profiles and insurance policies to ensure adequate coverage and identify opportunities for upselling or cross-selling.
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Sales and Production:
- Proactively generate new business opportunities through referrals, networking, and marketing efforts.
- Meet or exceed personal sales and retention goals by identifying and solving client challenges.
- Conduct thorough assessments of client risk exposures and recommend insurance solutions tailored to their needs.
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Risk Management:
- Stay informed on insurance industry trends, competitive products, and regulatory changes to provide the best guidance to clients.
- Assist clients with claims by providing guidance and acting as a liaison between clients and carriers.
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Collaboration:
- Work closely with the sales and support teams to ensure seamless customer experiences.
- Contribute to a culture of teamwork, accountability, and respect.
Qualifications/Requirements
Compensation Package
- Compensation: Between $45k-$60k (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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