Job Description

Personal Insurance Account Manager

Job Summary

A Personal Insurance Account Manager is needed to manage a portfolio of personal insurance accounts, cultivate strong client relationships, and provide customized insurance solutions. This role requires a candidate who is organized, detail-oriented, and capable of thriving in a fast-paced environment.

Responsibilities

• Act as the primary contact for personal insurance clients, addressing inquiries and resolving concerns promptly and effectively.


• Evaluate client needs and recommend tailored insurance policies aligned with their goals and circumstances.


• Handle renewals, endorsements, cancellations, and policy changes efficiently.


• Educate clients on coverage options, policy limits, and exclusions to ensure informed decision-making.


• Build and maintain strong, long-term client relationships through exceptional customer service and consistent communication.


• Identify and pursue opportunities for cross-selling and upselling additional products.


• Collaborate with insurance carriers to negotiate terms, premiums, and other policy features on behalf of clients.


• Maintain accurate and organized client records while ensuring compliance with company standards and regulations.


• Stay informed about industry trends, products, and regulations to enhance client support and maintain a competitive edge.

Qualifications/Requirements

• Experience as an Account Manager in personal insurance or a related field.


• Valid insurance license(s) as required by local/state regulations or willingness to obtain licensure within an established timeframe.


• Knowledge of personal insurance products, such as auto, homeowner’s, renter’s, and related policies.


• Strong interpersonal and client service skills, with the ability to build rapport and earn trust.


• Excellent organizational and multitasking abilities with a focus on detail.


• Strong problem-solving and decision-making skills, particularly in time-sensitive situations.


• Effective verbal and written communication abilities.


• Familiarity with insurance management systems and related technologies is advantageous.

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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