Job Description

Responsibilities

• Develop and maintain strong relationships with clients, understanding their individual insurance needs and providing personalized solutions.
• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing guidance on insurance products and coverage options.
• Evaluate client's current insurance policies and recommend appropriate coverage adjustments or additional products as needed.
• Coordinate with underwriters and insurance carriers to obtain quotes, bind coverage, and ensure a seamless client experience.
• Stay informed about industry trends, regulations, and compliance requirements to effectively advise clients and maintain best practices.
• Collaborate with the sales team to identify cross-selling and upselling opportunities within the existing client base.

Qualifications

• Proven work experience as a Personal Lines Account Manager or similar role within the insurance industry.
• In-depth knowledge of personal lines insurance products, including auto, home, renters, and umbrella policies.
• Strong understanding of insurance regulations, coverage options, and underwriting processes.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients from diverse backgrounds.
• Proficiency in insurance agency management systems and Microsoft Office Suite

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