Personal Lines Account Manager

Personal Lines Account Manager - Licensed

Location: Marion, IA | Schedule: On-Site, Full-Time, Monday - Friday

Our client is looking for aPersonal Lines Account Manager to join their team in their office in Marion, Iowa. This is a great opportunity for someone with experience in Personal Lines with a customer focused attitude and growth mindset to be a part of a GREAT company!

As a Personal Lines Account Manager you will be responsible for maintaining high account retention by providing excellent customer service which includes risk management assessments/advice, cross-selling appropriate services to existing clients, and managing daily service requests. Some additional duties may include inbound sales and claims advocacy.

Essential Job Duties:

Build and maintain strong relationships with clients, both internal and external.

Receive, document and process all insured requests for service (changes, auto ID, quotes).

Round out existing account by proactively selling additional personal lines coverages or policies.

Initiate contact with current clients, including outbound calls, email and written correspondence to recommend and sell additional lines of coverage as appropriate. Conduct annual insurance reviews.

Quote, review, and sell policies to inbound carrier callers, walk-ins, referrals, or current clients, utilizing agency and carrier guidelines.

Education & Experience:

High School diploma or equivalent required; Bachelors or Associates preferred.

P&C insurance license required.

3+ years of Personal Lines and/or Commercial Lines experience preferred.

Skills & Competencies:

Strong organizational and time management skills

Ability to prioritize workload and work in fast paced environment

Accurate and detail-oriented

Strong communication skills

Excellent problem solving skills

Benefits & Perks:
This company is proud to offer a comprehensive and supportive benefits package designed to recognize and reward its team members.

Paid Time Off (PTO)

10 Paid Holidays

401(k) with Company Match

Company-paid Short-Term Disability, Long-Term Disability, and Life Insurance

Health insurance coverage

Professional Development

Supportive team with long-term growth potential

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