What are the responsibilities and job description for the Personal Lines Account Manager position at CAI Insurance Agency, Inc.?
A culture of empowerment and encouragement. Growth. A deep meaningful responsibility to helping clients navigate the unknown. Want it? We've got it!
At CAI Insurance, we believe that today is an opportunity to help our customers prepare for life's unexpected events. It's what we do, we're proud of it, and we want you to be part of it!
We are currently hiring Personal Lines Account Managers. This is an exceptional opportunity if you're a driven individual looking to continue to grow in your career. We are only satisfied when delivering the best, and we achieve that by investing in our employees' professional development. With our support, you will have the tools you need to become a leading contributor to the agency's, and our clients', overall success!
CAI Insurance offers workplace flexibility with an opportunity to work from home (hybrid). We offer competitive base compensation with an opportunity to earn additional compensation through commissions, year end bonusing and educational incentives. Benefits include paid time off, paid holidays, multiple medical options, employer contributions to health savings accounts, dental, vision, employer paid life, employer paid disability, other workplace voluntary plans, and employer contributions to multiple retirement plans. Waiting periods apply.
GENERAL RESPONSIBILITIES
As an Account Manager, you will work closely with producers, clients, carriers and other internal team members in order to manage the servicing, marketing, growth and retention of an assigned book of business.
BOOK OF BUSINESS RESPONSIBILITIES
- Develop and maintain relationships with clients, carriers and internal team
- Educate, advise and make recommendations to clients regarding policy coverages, changes, exclusions and needs
- Perform account reviews to ensure adequate coverage
- Manage new and renewal business marketing
- Evaluate and negotiate carrier quotes on client's behalf
- Promote growth of existing book through account rounding
- Bind coverage within established limits
- Resolve all policy and coverage related concerns
- Maintain a broad knowledge base of carrier underwriting guidelines
- Manage client files to ensure proper documentation
- Other duties, as needed
QUALIFICATIONS
- 1 year of account management or customer service experience
- Must have a team-oriented mindset
- Exceptional organizational skills and capability of keeping multiple projects moving
- Ability to communicate effectively and respectfully, both written and verbally
- Ability to work respectfully with clients, producers and other staff members
REQUIREMENTS
- Property and Casualty License, or ability to obtain within 60 days of hire