
Job Summary
Seeking a dedicated and detail-oriented
Personal Lines Account Manager
to join a dynamic team. The Personal Lines Account Manager will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and cultivating strong client relationships.
Responsibilities
Proactively manage a portfolio of personal insurance accounts, including handling renewals, endorsements, and policy changes
Provide excellent customer service by addressing client inquiries and resolving any issues in a timely and professional manner
Analyze clients\' insurance needs and recommend appropriate coverage options
Collaborate with insurance carriers to obtain quotes and negotiate terms on behalf of clients
Maintain accurate and up-to-date client records, policy documentation, and correspondence
Stay informed about industry trends, changes in insurance regulations, and market conditions to better serve clients
Assist in the development and implementation of client retention strategies and cross-selling opportunities
Foster strong relationships with clients, insurance carriers, and internal team members to ensure a seamless and positive client experience
Qualifications
Proven experience as an Account Manager in the insurance industry
In-depth knowledge of personal insurance products (e.g., auto, home, umbrella)
Strong understanding of insurance policies, coverage limits, and underwriting guidelines
Excellent communication and interpersonal skills
Ability to prioritize, multitask, and work effectively in a fast-paced environment
Proficient in utilizing insurance agency management systems and MS Office suite
A valid P&C (Property and Casualty) insurance license or willingness to obtain one
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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Personal Lines Account Manager
to join a dynamic team. The Personal Lines Account Manager will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and cultivating strong client relationships.
Responsibilities
Proactively manage a portfolio of personal insurance accounts, including handling renewals, endorsements, and policy changes
Provide excellent customer service by addressing client inquiries and resolving any issues in a timely and professional manner
Analyze clients\' insurance needs and recommend appropriate coverage options
Collaborate with insurance carriers to obtain quotes and negotiate terms on behalf of clients
Maintain accurate and up-to-date client records, policy documentation, and correspondence
Stay informed about industry trends, changes in insurance regulations, and market conditions to better serve clients
Assist in the development and implementation of client retention strategies and cross-selling opportunities
Foster strong relationships with clients, insurance carriers, and internal team members to ensure a seamless and positive client experience
Qualifications
Proven experience as an Account Manager in the insurance industry
In-depth knowledge of personal insurance products (e.g., auto, home, umbrella)
Strong understanding of insurance policies, coverage limits, and underwriting guidelines
Excellent communication and interpersonal skills
Ability to prioritize, multitask, and work effectively in a fast-paced environment
Proficient in utilizing insurance agency management systems and MS Office suite
A valid P&C (Property and Casualty) insurance license or willingness to obtain one
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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