What are the responsibilities and job description for the Personal Lines Account Manager (High Net Worth) position at Alera Group, Inc.?
Overview :
Simkiss & Block an Alera Group Company is seeking a Personal Lines Account Manager to join our Property & Casualty team.
Simkiss & Block is a client-focused, consultative, independent insurance agency serving the Main Line Area and beyond. We specialize in catering to high-net-worth individuals and have been recognized for our excellence by being awarded the Best Places to Work by the Worldwide Broker Network in 2021.
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?
If thats what youre looking for, this is your chance to be part of an amazing organization!
The primary responsibility of the Personal Lines Account Manager will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. The role emphasizes providing personalized assistance to clients, promoting teamwork, and delivering exceptional customer service with professionalism.
Responsibilities :
- Service Personal Lines clients via calls, emails, mail, and office visits as needed.
- Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.
- Discuss and advise clients on policy coverage recommendations.
- Conduct account rounding by offering quotes for other lines of insurance to contribute to agency growth.
- Review renewal policies, make suggestions to clients, and remarket if necessary to retain business.
- Guide clients through the claims reporting process and provide assistance throughout the claim process.
Qualifications : P&C Licensed
2-3 years of Personal Lines insurance experience preferred.
Prior Customer Service experience required.
Proficiency in Microsoft Office Suite.
Exceptional organizational skills.
Emphasis on teamwork.
Equal Opportunity Employment :
We're an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-AM1 #LI-Hybrid
