Job Description

Job Title: Personal Insurance Account Manager

Job Summary

Seeking a dedicated, customer-focused Personal Insurance Account Manager to join a dynamic team. This role is integral in building lasting relationships with clients by providing exceptional service and tailored insurance solutions. The successful candidate will manage personal insurance accounts, ensuring that client needs are met with attention to detail, prompt communication, and a thorough understanding of insurance products.

Responsibilities

• Develop and maintain relationships with clients, acting as their primary point of contact for personal insurance needs.
• Assess client needs and recommend appropriate insurance coverage options.
• Process new insurance applications, endorsements, renewals, and cancellations in a timely and accurate manner.
• Handle customer inquiries and resolve insurance-related issues promptly and professionally.
• Proactively review client accounts and offer recommendations for adjustments or additional coverage to ensure their insurance needs are fully met.
• Coordinate with underwriters, carriers, and internal teams to secure the best terms and coverage for clients.
• Maintain accurate and organized records of client interactions, policies, and transactions.
• Stay up to date with industry trends, policy changes, and regulatory requirements.
• Contribute to a positive team culture by fostering collaboration and engaging with colleagues in a supportive manner.
• Assist with cross-selling opportunities and identifying potential referrals to grow the business.

Qualifications/Requirements

• Proven experience as an Account Manager in the insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of personal insurance products, policy types, and industry practices.
• Exceptional interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Detail-oriented with excellent organizational and time-management skills.
• Proficient in using modern office software and agency management systems.
• Demonstrated ability to work both independently and collaboratively in a team environment.
• Commitment to continuous learning and professional development.

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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