What are the responsibilities and job description for the Personal Lines Account Manager position at Diversified Insurance Industries?
DEPARTMENT:
Personal Lines
REPORTS TO:
Personal Lines Team Lead
BASIC FUNCTION:
You will be responsible for managing multiple accounts, ensuring that a high level of customer retention and satisfaction is maintained.
We are seeking an organized, detail-oriented Personal Lines Account Manager to join our team. The ideal candidate will have knowledge of the insurance industry and Personal Lines, as well as an eagerness to learn. You will partner alongside the Personal Lines team to facilitate day to day management of new and current clients’ needs.
Why You Will Love This Job:
- You will have the opportunity to expand your knowledge of personal lines. and gain experience from seasoned professionals who want to see you succeed.
- We offer comprehensive training and support as you learn the ropes.
- You will regularly help solve complex, challenging problems.
- We value work-life balance for all employees, so you may apply for a hybrid schedule. Additionally, we offer benefits, including paid time off; medical, dental, and vision insurance; and 401(k).
Duties & Responsibilities:
- Engage with multiple customers on a daily basis by reaching out to new clients, and by developing campaigns for maintaining customer loyalty.
- Implement strategies for retaining customers requesting to terminate or downgrade their account.
- Record changes to customer accounts, updating service packages, adding accounts, and removing accounts as needed.
- Review and maintain accuracy within client database system while managing endorsements, FR-19 requests, correspondence, invoicing, and billing.
Qualifications:
- You preferably have 1-2 years of Personal Lines experience.
- You are highly organized, analytical, and have a keen attention to detail.
- You are skilled in Microsoft Office, specifically Excel.
- You handle sensitive and confidential financial information with integrity and discretion
We Offer:
- Competitive salary with performance-based bonus.
- Comprehensive benefits package including health, dental, and vision insurance.
- Retirement savings plan with company match.
- Opportunities for professional development and career advancement.
- A supportive and inclusive workplace culture.
- Potential hybrid position.
If you possess the above qualifications and are a detail-oriented person with a positive attitude, apply today! We want you on our team.
Diversified Insurance is an equal opportunity employer.