Job Description

Job Title: Personal Lines Account Manager

Job Summary

We are seeking a motivated and detail-oriented Personal Lines Account Manager to join our dynamic team. In this role, you will act as the primary point of contact for clients, managing their personal insurance accounts with a high level of professionalism and care. The successful candidate will provide outstanding customer service, ensure smooth operations within the department, and deliver tailored insurance solutions to meet each client's unique needs. This is an excellent opportunity for someone passionate about client relations, skilled in account management, and eager to grow their career in the insurance industry.

Responsibilities

• Serve as the primary liaison between clients and the organization, ensuring a positive customer experience.
• Provide expert advice to clients regarding their personal insurance needs, including home, auto, and other coverage options.
• Proactively manage client accounts, handling policy renewals, amendments, and coverage changes.
• Process applications, endorsements, and claims in a timely and accurate manner.
• Build strong, long-lasting relationships with clients by identifying their needs and recommending suitable solutions.
• Educate clients about policies, procedures, and policy updates while ensuring transparency.
• Identify opportunities for cross-selling and upselling additional policies or services.
• Collaborate with internal teams, including underwriting and claims departments, to ensure seamless service delivery.
• Stay updated on industry trends, regulatory requirements, and competitive products.
• Maintain organized client records and documentation in compliance with company policies and applicable regulations.
• Support team members in achieving departmental goals and performance benchmarks.

Qualifications/Requirements

• Proven experience in an account management, customer service, or related role within the insurance industry.
• Strong knowledge of personal insurance lines.
• Excellent verbal and written communication skills, with the ability to explain complex terms and policies clearly and concisely.
• Highly organized, detail-oriented, and able to manage multiple accounts simultaneously.
• Proficiency with agency management software, CRM tools, and Microsoft Office Suite applications.
• Holds an active P&C (Property and Casualty) insurance license.
• Demonstrated ability to work independently and collaboratively in a fast-paced environment.
• Prior experience as an Account Manager handling personal lines insurance.

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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