Job Description

Personal Insurance Account Manager

Job Summary

Ready for a rewarding career? A growing insurance agency is looking for a Personal Insurance Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

• Provide comprehensive servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess current coverages of existing clients, advising on necessary adjustments or additional coverage.
• Recommend updates and changes in coverage to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients with coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients, providing assistance and clarification regarding billing questions and issues.
• Serve as the primary point of contact for both English- and Spanish-speaking clients, ensuring excellent customer service and fostering long-term relationships.
• Manage a portfolio of client accounts, providing ongoing support, policy renewals, and addressing client inquiries.
• Collaborate with underwriters, claims adjusters, and other team members to ensure clients’ needs are met.
• Demonstrate adaptability and a willingness to take on other relevant duties to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Bilingual fluency in English & Spanish - required.
• 3+ years of relevant insurance industry experience preferred.
• Previous experience in personal lines insurance and account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $37K-$60K (based on experience) + commission.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote work schedule available.

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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