Job Description

Job Title: Personal Lines Account Manager

Job Summary

Seeking a detail-oriented and customer-focused Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts, delivering exceptional service to clients, and nurturing long-lasting relationships. By understanding client needs, you will work to provide tailored insurance solutions and ensure client satisfaction.

Responsibilities

• Serve as the primary point of contact for a designated portfolio of personal insurance clients, including homeowners, auto, renters, and other personal lines.


• Build and maintain strong relationships with clients by providing top-tier customer service and anticipating their needs.


• Develop tailored insurance solutions by evaluating individual client risks and recommending the most suitable coverage options.


• Manage and process policy changes, renewals, endorsements, and cancellations in a timely and accurate manner.


• Collaborate with the underwriting and sales teams to ensure smooth communication and client satisfaction.


• Educate clients on coverage options, identify areas of improvement, and offer recommendations to mitigate risks.


• Handle incoming inquiries related to claims, billing, and general questions, resolving issues efficiently.


• Remain knowledgeable of industry trends, regulations, and new insurance products to better serve clients.


• Proactively identify cross-sell and upsell opportunities to enhance the client experience and contribute to company growth.


• Assist in planning and executing client engagement events to cultivate positive and meaningful client experiences.


• Maintain accurate, up-to-date client records in the company's management system.

Qualifications/Requirements

• Proven experience as an Account Manager or similar role in the insurance industry, preferably in personal lines.


• In-depth understanding of personal insurance products, policies, and regulations.


• Holds an active P&C (Property and Casualty) insurance license.


• Strong customer service skills with the ability to build rapport and maintain long-term client relationships.


• Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts in a clear and concise manner.


• High attention to detail and strong organizational skills to manage multiple tasks and deadlines efficiently.


• Proficiency with insurance agency management systems or CRM tools is highly preferred.


• Ability to work collaboratively in a team environment while also working independently.


• Bachelor's degree or equivalent work experience in business, finance, or a related field is preferred but not required.

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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