Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Are you seeking a dynamic and rewarding opportunity within the insurance industry, where your skills can make a real impact? If so, a growing agency is looking for a Personal Lines Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

• Service existing accounts by handling renewals, certifications, and general client servicing needs.
• Assist clients with inquiries, policy changes, and claims processing to ensure exceptional service delivery.
• Quote and manage new and renewal business, leveraging market knowledge and client-specific needs to provide competitive solutions.
• Develop and maintain strong relationships with clients, understanding their unique insurance requirements and tailoring solutions accordingly.
• Collaborate with underwriters and insurance carriers to negotiate terms, coverage enhancements, and pricing for clients.
• Stay informed about industry trends, regulatory changes, and best practices to advise clients effectively and maintain compliance.
• Act as a trusted advisor to clients, proactively identifying risk exposures and recommending appropriate coverage enhancements or risk management strategies.
• Prepare and present insurance proposals, policy summaries, and coverage comparisons to clients during renewal and new business processes.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Ensure accuracy and completeness of client documentation, maintaining organized client files and records.
• Participate in team meetings, training sessions, and industry events to enhance knowledge and contribute to team success in serving client needs effectively.

Qualifications/Requirements

• Ability to prioritize workload effectively based on volume, urgency, and deadlines.
• Strong organizational skills with high attention to detail.
• Strong knowledge of insurance products, policies, and regulations.
• Ability to collaborate effectively with others in a team environment.
• Exceptional relationship-building skills.
• Excellent verbal and written communication skills.
• Excellent negotiation and presentation skills.
• Resourceful and proactive approach to problem-solving.
• Ability to analyze complex insurance needs and provide solutions.
• Holds an active Property and Casualty (P&C) Insurance License.
• Required Agency Management System Experience: AMS360
• At least 3 years of Personal Lines Account Management experience is required. 3+ years preferred.
• Experience with both Standard and High Net Worth accounts is required.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $75k-$85k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• After training period, hybrid work schedule available.

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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