What are the responsibilities and job description for the Personal Lines Account Manager position at Franklin Professionals?
Why Join us?
At our agency, we're dedicated to providing exceptional service to individuals, families, businesses, and nonprofits. With multiple convenient locations and a commitment to personalized service, you'll be part of a team that values client relationships and professional growth. Join us to make a meaningful impact and advance your career in a supportive and dynamic environment. The Personal Insurance Account Manager is responsible for assisting customers in identifying their needs, determining the insurance options that provide the best value and then growing and maintaining the relationship over time. This position requires proactive sales and service including cross-selling additional services to round out relationships.
How you will contribute :
- Prequalifies and analyzes prospects' personal insurance needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts
- Actively solicits increases in coverage or rounding out accounts through sales to clients. Recommends excess and surplus coverages, as needed, to meet client insurance needs
- Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs
- At each service contact, reviews current client coverages and recommends coverage and / or market changes to ensure high quality coverage
- Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current
- Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers
- Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client
What we need from you :
Education & Experience :
Personal Lines or Property and Casualty license required or achieved within 6 months of employment. Minimum of 3 years of experience as a personal insurance client service representative strongly desired. Strong background in customer service oriented roles preferred. Bilingual ability is considered a strong plus, but not required.
What we offer :
We provide a robust benefits package with medical, dental, and FSA options, an HRA plan, and company-paid life, STD, and LTD insurance. Employees also benefit from a 401(k) match, paid time off, and educational support. Additional perks include early Friday closings, monthly office lunches, and optional voluntary benefits.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
If this position sounds like you, please apply today for immediate consideration.
