Personal Lines Account Manager

A local agency is actively seeking a Personal Lines Account Manager. Individual should be be self-motivated, organized and have great communication skills.

This agency has an excellent compensation and benefit package.

Responsibilities :

• Assist existing clients with policy updates, quotes, payments, and inquiries.
• Handle customer calls and correspondence for new or existing insurance policies and claims.
• Collaborate with new clients or support a producer to understand needs, research policy options, and finalize coverage details.
• Schedule appointments or client calls to review existing policies, assess coverage needs, and bind renewals.
• Resolve product or service issues, expedite corrections, and ensure resolution through follow-up.
• Review policies, verify accuracy, and facilitate corrections between clients and carriers.
• Maintain detailed records of customer interactions in the agency management system.
• Collaborate with team members, provide expertise, and participate in meetings.
• Stay current with Continuing Education (CE) requirements and actively engage in ongoing education. Remain informed about industry developments, new products, legislation, coverages, and technology to continually enhance knowledge and performance.

Qualifications :

• Hold the required state insurance license with a minimum of one year of personal lines insurance account management experience.
• Demonstrate strong knowledge of insurance products, rating procedures, and industry operations.
• Exhibit a customer-focused approach with excellent etiquette, written and verbal communication skills, and proficiency in math.
• Possess a sense of urgency, attention to detail, organization, and multitasking abilities.
• Be people-oriented, professionally assertive, and adept at handling difficult situations with customers.
• Excellent time management skills and proficiency in technology, including agency management systems.

I am Audrey Mackley and I look forward to having a conversation with you about your aspirations for a future career. Please contact me at (701) 941-5353 to have a conversation about this exciting career advancement opportunity! Confidential resume can also be emailed to audrey.mackleygogpac

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.

We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.

We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Last updated : 2024-06-21