Job Description

Personal Lines Associate Account Manager

Job Summary

Seeking a detail-oriented and motivated Personal Lines Associate Account Manager to support clients by managing personal insurance accounts and helping navigate individual insurance needs. This role involves collaborating with account managers and clients to build trusted relationships, provide exceptional service, and ensure accuracy in account management.

Responsibilities

• Assist Account Managers in managing and servicing personal lines insurance clients with professionalism and efficiency.
• Handle administrative tasks such as processing renewals, endorsements, policy changes, and billing inquiries.
• Maintain up-to-date and accurate client records in the company’s database.
• Respond promptly to client inquiries via phone, email, or in person, delivering outstanding customer service.
• Collaborate with insurance carriers to obtain quotes and provide recommendations to clients.
• Support the preparation of policy reviews and insurance proposals for clients.
• Track deadlines and ensure timely submission of all required documents.
• Identify opportunities for upselling or cross-selling additional insurance products based on client needs.
• Stay informed about insurance market trends, products, and relevant regulations.
• Foster an environment of continuous improvement by identifying inefficiencies in workflows and recommending solutions.

Qualifications/Requirements

• Education & Experience:

  • High school diploma or equivalent required. Bachelor’s degree in Business, Finance, or related field is a plus.
  • Previous experience in insurance, customer service, or administrative roles, such as an Account Assistant or similar position.
  • Holds an active P&C (Property and Casualty) insurance license.

• Skills & Competencies:

  • Strong communication and interpersonal skills to maintain positive client relationships.
  • Exceptional organizational and time-management abilities with attention to detail.
  • Proficiency in insurance management software and Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to multitask in a fast-paced environment and prioritize competing deadlines.
  • Analytical and problem-solving mindset with a client-focused approach.

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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