Job Description

Personal Lines Account Manager / Producer

Overview

A leading agency is seeking a motivated and customer-focused Personal Lines Account Manager/Producer to join their team. This role will require a dynamic individual with excellent communication skills, a passion for building client relationships, and a deep understanding of the insurance industry.

Responsibilities

• Serve as the primary contact for clients, ensuring exceptional customer service and addressing inquiries and concerns promptly and professionally.
• Proactively identify opportunities to review and update clients’ insurance policies based on their evolving needs and changes in the market.
• Generate new business by cultivating leads, networking, and leveraging existing client relationships.
• Utilize AMS to accurately record client information, policy details, and correspondence.
• Collaborate with underwriters and carriers to negotiate coverage terms and ensure competitive quotes for clients.
• Stay informed about industry trends, regulations, and best practices to provide clients with informed guidance and advice.

Qualifications

• At least 2 years of experience in personal lines insurance required, with a strong background in account management and/or sales.
• Proficiency in AMS systems, particularly AMS360.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
• Proven track record of achieving sales targets and maintaining strong client retention.
• Knowledge of insurance products, underwriting guidelines, and regulatory requirements.
• A valid insurance license is required and relevant industry certifications are preferred.

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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