What are the responsibilities and job description for the Personal lines account position at Gpac?
Job Overview : The Personal Lines Insurance Account Manager is responsible for managing and maintaining a portfolio of personal insurance clients.
They act as a liaison between clients and the insurance agency, providing exceptional customer service, assisting with policy inquiries, managing policy renewals, facilitating claims processing, and promoting policy coverage enhancements.
Key Responsibilities :
Client Relationship Management :
- Establish and maintain strong relationships with clients, providing exceptional customer service to address inquiries, concerns, and policy-related issues.
- Conduct regular client reviews to assess insurance needs, provide policy updates, and offer appropriate coverage recommendations.
- Proactively communicate with clients to ensure they are informed about policy changes, renewals, and upcoming deadlines.
Policy Management and Administration :
- Manage a portfolio of personal insurance policies, including auto, home, renters, umbrella, and other personal lines.
- Ensure accurate and timely processing of policy endorsements, renewals, cancellations, and other policy-related transactions.
- Collaborate with underwriters to negotiate terms, conditions, and pricing to ensure optimal coverage for clients.
New Business Development and Sales :
- Work to retain existing clients and explore opportunities to upsell or cross-sell additional insurance products to meet their evolving needs.
- Identify potential leads, assess client needs, and present appropriate insurance solutions.
- Assist in marketing efforts to generate new business through referrals, networking, and community outreach.
Claims Assistance and Resolution :
- Assist clients with the claims process, guiding them through reporting claims, providing necessary documentation, and facilitating communication with the claims department.
- Advocate for clients during the claims process, ensuring prompt and fair resolution.
Policy Analysis and Recommendations :
- Review policy coverage and assess clients' insurance needs to recommend appropriate adjustments or enhancements to policies.
- Educate clients about policy options, coverage limits, and exclusions to help them make informed decisions regarding their insurance.
Qualifications and Skills :
- Bachelor's degree in business, finance, or a related field preferred.
- Relevant experience in the insurance industry, particularly in personal lines insurance.
- Strong knowledge of insurance products, regulations, and underwriting guidelines.
- Excellent communication, negotiation, and relationship-building skills.
- Proficient in insurance management software and MS Office applications.
- Detail-oriented with the ability to manage multiple tasks efficiently.
- Excellent problem-solving and decision-making abilities.
- P / C LICENSE Required
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990.
We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
Last updated : 2024-06-04
