What are the responsibilities and job description for the Account Manager Managed Services position at JL Connects?
Job Title: Personal Lines Account Manager
About the Role
The Personal Lines Account Manager will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines.
This role focuses on providing personalized assistance to clients, promoting teamwork, and ensuring exceptional customer service through various channels such as calls, emails, and mail.
Key Responsibilities
- Writing new Personal Lines policies for existing clients, including quoting, preparing applications, issuing binders, processing policy issuance, and handling down payments.
- Discussing policy coverage with clients, providing recommendations based on their needs and priorities.
- Conducting account rounding by offering quotes for other lines of insurance to contribute to agency growth.
- Reviewing renewal policies, suggesting changes to clients, and remarketing policies when necessary to retain business.
- Guiding clients through the claims reporting process, providing assistance and updates throughout the claims journey.
Requirements
- 2-3 years of Personal Lines insurance experience.
- Experience using AMS360 or similar management systems.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional organizational and time-management skills.
Benefits
A comprehensive benefits package includes PTO, annual bonuses, hybrid schedule, and more.
