Job Description

Personal Lines Account Manager - Hybrid

Job Summary

Seeking a motivated and detail-oriented Personal Lines Account Manager to manage a portfolio of personal insurance clients in a hybrid work environment. Responsibilities include providing exceptional service, ensuring insurance needs are met, and fostering strong client relationships. The position offers a balance of remote and in-office work, encouraging high-quality client interactions.

Responsibilities

• Serve as the main contact for personal lines insurance clients, building and maintaining professional relationships.


• Manage renewals, amendments, and new policy acquisitions for personal lines clients.


• Provide personalized advice and solutions tailored to clients' insurance needs while ensuring compliance with all applicable regulations.


• Conduct proactive policy reviews, address client concerns, and identify cross-sell or upsell opportunities.


• Handle endorsements, renewals, and claims support efficiently and accurately.


• Work with underwriters and insurance carriers to meet client requirements and resolve any issues.


• Document all client interactions and policy details clearly in the agency management system.


• Stay informed on industry trends, policy updates, and product knowledge to better serve clients.

Qualifications/Requirements

• Proven experience in account management, with a focus on personal lines insurance.


• Possession of or willingness to obtain a state insurance license in personal lines within a designated timeframe.


• Strong communication and interpersonal skills to establish trust and rapport with clients.


• High level of organization and attention to detail, with the ability to multitask effectively.


• Proficiency in insurance agency management software and office tools such as Microsoft Office Suite.


• Problem-solving abilities with a commitment to excellent client service.


• Capability to work both independently in a remote setting and collaboratively in an office environment.

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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