Personal Insurance Account Manager - Remote
PRG, WorkFromHome, MA, United States
Personal Insurance Account Manager – Remote
This range is provided by PRG. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
$65,000.00/yr – $85,000.00/yr
Our client is looking for a dedicated and detail-oriented Personal Lines Account Manager to join their team. The ideal candidate will manage a diverse portfolio of personal insurance accounts, ensuring clients receive top-notch service and appropriate coverage for their individual needs.
Key Responsibilities
- Act as the primary point of contact for personal lines clients, fostering strong relationships.
- Understand client needs and provide customized insurance solutions.
- Review and analyze client insurance policies, ensuring they are comprehensive and current.
- Assist clients with policy renewals, modifications, and claims processing.
- Conduct thorough risk assessments for clients, recommending suitable coverage options.
- Work with underwriters to secure competitive rates and optimal coverage.
- Maintain accurate records of client interactions, policy details, and communications in the agency management system.
- Prepare and present insurance proposals and renewal documents to clients.
- Collaborate with sales and service teams to identify opportunities for cross‑selling and new business.
- Support and mentor junior staff when necessary.
- Stay informed about trends, regulations, and changes in personal insurance products.
- Participate in professional development opportunities and industry conferences.
Qualifications
- Bachelor’s degree in Business, Finance, or a related field (preferred).
- Valid insurance license (Property & Casualty).
- 2+ years of experience in personal lines insurance, with a focus on account management.
- Strong knowledge of personal insurance products (auto, home, renters, etc.).
- Excellent communication and interpersonal skills.
- Proficiency in insurance software and Microsoft Office Suite.
- Comprehensive health, dental, and vision insurance.
- Retirement plan with employer contributions.
- Opportunities for professional growth and development.