Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and professional Personal Lines Account Manager to join a team. This role is integral to maintaining and enhancing client relationships, ensuring seamless communication with insurance carriers, and delivering exceptional service. The ideal candidate will possess a strong background in personal lines insurance, a proactive attitude, and a commitment to excellence.
Compensation Package
- Salary Range: $45,000 - $55,000 annually
- Benefits: Comprehensive benefits package available
Responsibilities
- Build and maintain strong working relationships with clients, prospects, and insurance carriers through phone, email, and written communication.
- Provide support to teammates by following up with clients and prospects.
- Research and resolve coverage-related questions.
- Respond promptly to client needs via phone or electronic communication.
- Maintain accurate client files and process routine correspondence using various software programs.
- Prioritize and process client service requests, ensuring timely submission to insurance carriers.
- Handle financial transactions on the day they are received.
- Review and process policy renewals at least 60 days prior to expiration.
- Manage and process underwriting memos daily.
- Conduct account remarketing as needed.
- Perform data entry and other administrative tasks.
- Submit change requests, cancellation requests, and other transactions electronically or via the internet.
- Identify and cultivate new opportunities for additional lines of insurance through consultative selling.
- Foster positive working relationships with clients and team members, maintaining a professional and positive attitude.
Qualifications/Requirements
- Licenses/Designations: Property & Casualty (P&C) license required.
- Experience: Minimum of 3 years of experience in personal lines insurance preferred.
- Software Proficiency: Familiarity with AMS 360 is highly desirable.
- Soft Skills:
- Professional demeanor
- Accountability and reliability
- Strong teamwork and collaboration skills
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