Our current team is looking to add a licensed Personal Lines Account Manager. This person will work to retain personal lines clients by providing positive customer experiences. He/she will promptly respond to customer inquiries regarding their policy and account-related questions.
Job Duties
Manage communication between clients and carriers
Assist producers with quotes
Process all applications, policies and endorsements for clients, reviewing for accuracy
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Process agency bill renewals and client invoices
Cross-sell/up-sell products to existing customers
Remain current and knowledgeable on every aspect of supported product
Advise clients on their risk profile
Conduct policy reviews and recommend and adjust coverages as needed
Perform other duties as assigned
Your Qualifications
At least five years of experience working in personal lines
Property and Casualty license
Strong familiarity with AMS360
Exceptional communications skills, both written and verbal
Ability to work independently and as part of a team
Well organized and detail oriented
Customer focused
Possesses technical skills
Strong analytical skills with the ability to assess client risks and coverage gaps
We Offer
Competitive salary
Hybrid work schedule
Employer sponsored health care
401k matching
Free Parking
Paid Vacation
Paid Sick Leave
Fun working environment, birthday and holiday celebrations
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Personal Lines Account Manager
The James Allen Companies Inc · Multiple locations ·
- Job type:
- Full Time