Salary: $60K-$80K dependent upon experience
About the Role
The Personal Lines Account Manager will assist personal insurance clients with day-to-day needs and provide them with first-class service.
Responsibilities
• Build a strong rapport with clients to maintain a book of business of approximately 450+ policyholders and approximately 1,500 policies in force
• Communicate with clients by phone, video conference, email and (occasionally) face-to-face interactions to ensure their needs are understood and addressed
• Assist clients with claims, billing questions, policy changes, and payment options
• Make coverage recommendations based on clients’ needs
• Work with producers to quote & issue new insurance policies for prospective clients in a timely manner
• Identify, create, and respond to cross-sell opportunities with existing clients
• Remarket existing clients with alternative insurance providers as needed
• Maintain thorough documentation of client interactions and set internal reminders to ensure client needs are being addressed in a timely manner
• Maintain up to date knowledge of carrier appetites and capabilities to best serve clients
Qualifications
• At least 5 years of personal lines insurance customer service preferred (applicants with a minimum of 3 years of experience will still be considered)
Required Skills
• Strong attention to detail
• Strong verbal and written communication skills
• Strong work ethic and positive attitude
• Ability to resolve practical problems as they arise in a timely manner
• Strong ethical behavior
• Ability to collaborate with personal insurance team to assist with strategic growth of department and strong retention among existing clients
• Demonstrate respect and courtesy to everyone
• Computer literacy in Windows operating system, Microsoft Office (Word, Excel, Outlook)
• Professional communication with customers, co-workers, insurance carriers, and other contacts
• Experience managing insurance policies from multiple insurance carriers
• Experience utilizing an Agency Management System to service personal insurance clients
• Experience with Applied EPIC is preferred
• Experience utilizing a comparative rating platform to procure new business quotes
• Experience with EzLynx is preferred
Required Licenses
• Current Property & Casualty Insurance license in state of residence
Preferred Designations
• Certified Insurance Service Representative (“CISR”) offered by the Risk & Insurance Education Alliance
Compensation & Benefits
• Competitive base salary and quarterly bonus opportunities for proactive new business development
• Annual bonus opportunities based on individual contributions to department growth and client retention
• 401 (k) Retirement Account
• Employee Stock Ownership Plan (“ESOP”)
• Health, dental, life and disability insurance
• Paid Time Off
• Ability to participate in company sponsored wellness initiative
Note: Employee will be required to work in-office a minimum of 4 days per week until training period is complete (approximately 4-6 weeks).
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