What are the responsibilities and job description for the Client Success Consultant position at JL Connects?
Account Manager Position Summary:
This Account Manager role focuses on serving a designated segment of Personal Lines accounts at JL Connects. The successful candidate will provide exceptional customer service, promote cross-selling, and drive business growth through strategic account management.
Main Responsibilities:
- Deliver top-tier customer service through direct interaction with clients, addressing inquiries and resolving issues efficiently.
- Craft new Personal Lines policies for existing clients by evaluating coverages, creating proposals, issuing binders, processing policy issuance, and managing premiums.
- Foster strong relationships with clients through open communication about policy details, coverage options, and renewal strategies.
- Discover opportunities for selling additional insurance products to expand agency revenue and foster growth.
- Conduct thorough policy reviews to recommend adjustments to clients, thereby ensuring optimal coverage and business retention.
Essential Skills and Qualifications:
- 2-3 years of Personal Lines insurance experience is desired.
- Experience with AMS360 or similar management systems is mandatory.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook) is necessary.
- Superior organizational and time management skills are crucial for success in this role.
Compensation and Benefits:
- Attractive compensation package with excellent benefits.
- Flexible work arrangement with one day of remote work and four days in-office.
- Comprehensive benefits package emphasizing employee well-being.
This Account Manager role focuses on serving a designated segment of Personal Lines accounts at JL Connects. The successful candidate will provide exceptional customer service, promote cross-selling, and drive business growth through strategic account management.
Main Responsibilities:
- Deliver top-tier customer service through direct interaction with clients, addressing inquiries and resolving issues efficiently.
- Craft new Personal Lines policies for existing clients by evaluating coverages, creating proposals, issuing binders, processing policy issuance, and managing premiums.
- Foster strong relationships with clients through open communication about policy details, coverage options, and renewal strategies.
- Discover opportunities for selling additional insurance products to expand agency revenue and foster growth.
- Conduct thorough policy reviews to recommend adjustments to clients, thereby ensuring optimal coverage and business retention.
Essential Skills and Qualifications:
- 2-3 years of Personal Lines insurance experience is desired.
- Experience with AMS360 or similar management systems is mandatory.
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook) is necessary.
- Superior organizational and time management skills are crucial for success in this role.
Compensation and Benefits:
- Attractive compensation package with excellent benefits.
- Flexible work arrangement with one day of remote work and four days in-office.
- Comprehensive benefits package emphasizing employee well-being.
