What are the responsibilities and job description for the Commercial Lines Account Manager position at Biltmore Insurance Services, LLC?
Job Description:
Join Biltmore Insurance Services, a reputable name in Debary, FL, renowned for excellence in customer service. As our dedicated Personal Lines Account Manager, you will be the pivotal link between our clients and our innovative insurance solutions.
We are a company that values personal interaction. Here at Biltmore, we foster a supportive and energetic work environment that encourages growth, learning, and collaboration. We seek an enthusiastic and driven individual who is eager to make a difference in the lives of our clients by offering personalized insurance solutions.
This role offers an exciting opportunity to develop your career while helping clients secure their futures. If you're looking to grow with a positive and inviting team dedicated to customer satisfaction, we'd love to hear from you.
Responsibilities:
- Client Interaction: Act as the primary point of contact for clients, addressing inquiries and handling all account service needs.
- Phones Support: Primary personnel to answer, screen, forward all incoming calls, takes messages, and assist client’s by answering questions and concerns regarding their coverage, claims, and billing.
- Policy Management: Manage and oversee personal lines insurance policies, ensuring timely renewals and updates in line with client requirements.
- Risk Assessment: Analyze and evaluate clients' coverage needs, recommending appropriate adjustments to policies.
- Customer Service: Provide exceptional service by promptly responding to client requests and resolving issues effectively.
- Documentation: Maintain accurate client records and complete necessary documentation for policy changes and renewals by documenting in AMS360. Including certificates of insurance requests.
- Relationship Building: Foster strong, long-term relationships with clients to ensure satisfaction and loyalty.
- Cross-Sell: Cross sell to existing Biltmore clients as well as selling to potential new clients.
Requirements:
- Experience: Minimum of 5 years' Commercial Lines insurance industry experience along with a few years of Personal Lines insurance industry experience preferred.
- Licensing: Active 4-40 license in Florida is required.
- Communication Skills: Strong verbal and written communication skills essential for effective client interaction.
- Customer Service: Demonstrated ability to meet and exceed client expectations with a focus on detailed service.
- Problem-Solving: Strong analytical skills with the ability to resolve complex client issues promptly.
- Technical Skills: Proficiency with industry-standard software and CRM systems. AMS360, Proficient in Microsoft Teams, Word, Excel, and Outlook is a plus.
- Team Collaboration: Ability to work well within a team and contribute to a positive work environment.
- Organizational Skills: Exceptional organizational skills with attention to detail and the ability to manage multiple accounts simultaneously.
Experience
Required- 5 - 8 years: Customer Service
- 3 year(s): Personal Lines Account Manager
Licenses & Certifications
Required- 440 License
Skills
Required- Multi-Tasking
- AMS360
- Interpersonal Skills
- Time Management Skills
- Teams, Outlook
Behaviors
Preferred- Team Player: Works well as a member of a group
- Enthusiastic: Shows intense and eager enjoyment and interest
