Job Description
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a team. The individual in this role will be responsible for managing a portfolio of personal lines insurance accounts and providing exceptional customer service to clients.
Responsibilities
- Develop and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions
- Serve as the main point of contact for client inquiries, policy changes, and claims assistance
- Review and analyze client portfolios to ensure appropriate coverage and identify opportunities for cross-selling or upselling
- Work closely with insurance carriers to obtain quotes, negotiate terms, and secure the best coverage for clients
- Stay informed about industry trends, market changes, and regulatory updates to effectively advise clients on their insurance options
- Collaborate with the sales team to support business development efforts and contribute to the overall growth of the agency
Qualifications/Requirements
- At least 2 years of relevant insurance industry experience
- Strong understanding of personal lines insurance products, coverage options, and underwriting processes
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Proficient in using insurance agency management systems and Microsoft Office suite
- An active P&C (Property and Casualty) insurance license is 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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