Job Description

Job Summary

As a Personal Lines Account Manager, you will be responsible for providing exceptional customer service to clients while managing their personal insurance needs. You will serve as the main point of contact for clients, answering inquiries, processing policy changes, and ensuring client satisfaction.

Responsibilities

• Manage existing personal lines insurance accounts and re-market accounts as needed.
• Respond to client inquiries and concerns in a timely and professional manner.
• Process policy changes, endorsements, and renewals.
• Collaborate with insurance carriers to obtain quotes and bind coverage for clients.
• Review policies, endorsements, and audits for accuracy and completeness.
• Educate clients on insurance coverage options and make appropriate recommendations.
• Proactively identify opportunities to round out accounts with additional coverage.
• Maintain accurate client records and documentation in agency management system.
• Stay updated on industry trends, regulations, and product offerings.

Qualifications/Requirements

• Previous insurance experience is required.
• Strong customer service and communication skills.
• Proficiency in insurance agency management systems, rating software, and Microsoft Office suite.
• Understanding of personal lines insurance products and coverage options.
• Ability to manage time efficiently and prioritize tasks effectively.
• Detail-oriented with strong organizational skills.
• An active P&C (Property and Casualty) 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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