Job Description

Job Title: Personal Lines Account Manager

Job Summary

We are seeking a proactive and customer-focused Personal Lines Account Manager to join our team. In this role, you will be responsible for managing and growing client relationships by providing outstanding service and tailored insurance solutions. The ideal candidate will bring a combination of insurance expertise, organizational skills, and an empathetic approach to meet the diverse needs of our clients. This role offers a dynamic and inclusive work environment where your contributions will make a meaningful impact on both our clients and company culture.

Responsibilities

• Develop, maintain, and strengthen relationships with personal lines clients by addressing their insurance needs and ensuring satisfaction.
• Assess client profiles and recommend appropriate insurance coverage based on risk evaluation and unique individual priorities.
• Handle all client servicing needs, including policy changes, renewals, claims, and billing inquiries, ensuring timely and accurate communication.
• Proactively identify cross-sell and upsell opportunities for additional insurance products that align with clients' needs.
• Provide personalized advice and guidance on coverage types, limits, and policy enhancements.
• Collaborate with insurance carriers to negotiate coverage and pricing for clients, ensuring competitive and effective solutions.
• Maintain detailed and accurate records of client interactions, policy changes, and documentation using CRM systems.
• Stay up-to-date with industry trends, policy changes, and regulatory requirements to provide current and informed advice to clients.

Qualifications/Requirements

• A minimum of 2-3 years’ experience in personal lines account management is preferred.
• An active P&C (Property and Casualty) insurance license.
• Strong customer service orientation with exceptional interpersonal and communication skills.
• Proven ability to handle multiple clients/accounts and prioritize tasks in a fast-paced environment.
• Detail-oriented with strong organizational and problem-solving abilities.
• Familiarity with insurance CRM platforms and proficiency in office software like Microsoft Office Suite.

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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