Personal Lines Account Manager

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).