What are the responsibilities and job description for the Personal Lines Account Manager position at JELMS Insurance Group?
JELMS Insurance Group is looking to grow our team! We are looking for a Personal Lines Account Manager.
About the job
We are looking for a Personal lines Account Manager to join our team in Mesa.
About Us
JELMS Insurance Group is an established Independent Agency located in Mesa, AZ for over 19 years focusing on personal and commercial property and casualty insurance. We believe that the best protection arises from genuine care. We commit to understanding the unique needs of every client, ensuring they get the precise coverage they need, no detail too small.
Job Scope
Responsible for acting as the primary contact for our existing personal lines customers. Manage all client relations and services within your assigned book of business. Work with our group of insurance companies on our clients behalf to communicate policy changes, renewal terms, and be able to prepare and provide new premium estimations for existing clients.
Responsibilities Include :
Provide outstanding inbound service on claims, billing questions and endorsements
Work to manage clients’ expectations
Follow up via phone or email with clients
Use every opportunity to confirm and update client contact information
Educate clients on the benefits of using our agency
Service Personal Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
Document the management system
Follow agency service standards on follow up and follow through
Conduct account reviews
Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
Follow agency remarketing guidelines
Conduct audits on new business files
Check new business files for accuracy
Send any onboarding materials to clients post-sale
Update any missed new business items
Sell new business for the agency
Take new business opportunities and quote them either on the phone or book an appointment with the person to review quotes no more than 48 hours later
Follow the agency sales process
Follow up according to the sales process
Hold the target agency closing ratio
What You’ll Need
Ability to Problem Solve, think quick, logically, and independently to meet agency goals and KPI’s.
Organizational skills with the ability to transition quickly from one task to another;
Work well under pressure and short deadlines
Exceptional written and verbal communication skills
Prior Property and Casualty work experience
Active State of Arizona Insurance License for Property and Casualty
Who You Are
Confident and self-motivated with the ability to problem solve and innovate.
Energetic and positive attitude
Strong interpersonal skills with the ability to work in a team environment
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