Job Description

Job Summary

We are seeking a dedicated and client-focused Personal Lines Account Manager to join our team. In this role, you will be responsible for managing a portfolio of personal insurance accounts, assisting clients with their insurance needs, and ensuring high levels of customer satisfaction.

Responsibilities

• Build and maintain strong relationships with clients, understanding their insurance needs and providing personalized service.
• Proactively review clients' insurance coverage and recommend appropriate changes or additions.
• Process insurance policy endorsements, renewals, and new business applications with accuracy and efficiency.
• Communicate with insurance carriers to obtain quotes, resolve policy issues, and negotiate coverage terms.
• Stay up-to-date with insurance industry trends, regulations, and best practices to provide informed guidance to clients.
• Collaborate with team members to meet departmental goals and enhance the client experience.

Qualifications/Requirements

• 2+ years of experience in a similar role, preferably in a personal lines insurance environment.
• Proven track record of excellent customer service and client retention.
• Strong knowledge of personal insurance products and coverages.
• Proficiency in insurance agency management systems and MS Office suite.
• Excellent communication, interpersonal, and organizational skills.
• Holds an active P&C (Property and Casualty) insurance license.
• Ability to multi-task, prioritize work, and adapt to a fast-paced and dynamic environment.

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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