Job Description

Job Title: Personal Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Commercial and/or Personal Insurance Account Manager to manage relationships with clients. The role involves addressing personal insurance needs with exceptional service and tailored solutions. This position focuses on building trust, delivering high-quality service, and providing personalized insurance recommendations aligned with clients' unique needs.

Responsibilities

• Act as the primary contact for Personal & Commercial Lines clients, offering expert guidance on insurance products.


• Manage client accounts, ensuring timely policy renewals, endorsements, and updates.


• Develop customized insurance solutions to meet individual client needs, identifying opportunities to enhance coverage.


• Build and maintain strong relationships with clients, delivering exceptional service.


• Respond to inquiries about insurance coverage, claims, billing, and policy changes promptly and accurately.


• Collaborate with internal teams such as underwriters, sales, and claims departments to ensure seamless service delivery.


• Maintain accurate documentation of client interactions and account activities in compliance with company standards.


• Stay informed about industry trends, products, and regulatory requirements to provide clients with relevant advice.


• Identify and proactively resolve client issues that may impact satisfaction.

Qualifications/Requirements

• Experience as an Account Manager or similar role in the insurance industry, particularly in personal & commercial lines insurance.


• Comprehensive knowledge of personal insurance products, coverage options, and relevant regulations.


• Strong interpersonal and communication skills with the ability to build trust and engage with clients at all levels.


• Highly organized and detail-oriented, with the ability to manage multiple client accounts and priorities.


• Experience with client relationship management (CRM) software and other relevant tools.


• Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions.


• A strong focus on providing excellent customer service.


• Possession of insurance-related professional designations (e.g., CPCU, CISR) is a plus.


• High school diploma or equivalent required; Bachelor's degree in Business, Insurance, or a related field preferred.


• Licensure in personal insurance (state-specific requirements may apply) or willingness to obtain licensure promptly following hire.

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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