What are the responsibilities and job description for the Insurance Customer Service Specialist position at JL Connects?
About the Role:
We are looking for a seasoned Personal Lines Account Manager to handle a portfolio of clients at JL Connects. As a critical member of our team, you will focus on delivering outstanding customer experiences and driving business growth through personalized account management.
Main Responsibilities:
- Offer tailored solutions to clients through phone, email, and postal communication, ensuring top-notch customer satisfaction.
- Develop new Personal Lines policies for current clients, encompassing quotations, application preparation, binder issuance, policy issuance, and initial premium payments.
- Engage with clients to discuss policy details, providing guidance on coverage options tailored to their needs and priorities.
- Identify opportunities for cross-selling other insurance products to enhance agency revenue and growth.
- Conduct regular account reviews to suggest modifications to clients and re-market policies as needed to maintain business relationships.
Necessary Qualifications:
- 2-3 years of experience in Personal Lines insurance is desired.
- Familiarity with AMS360 or comparable management tools is essential.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) is required.
- Outstanding organizational and time management skills are crucial.
What We Offer:
- An attractive compensation package with numerous perks.
- A hybrid work arrangement allowing one day of remote work and four days in-office.
- A comprehensive benefits package designed to support your well-being.
We are looking for a seasoned Personal Lines Account Manager to handle a portfolio of clients at JL Connects. As a critical member of our team, you will focus on delivering outstanding customer experiences and driving business growth through personalized account management.
Main Responsibilities:
- Offer tailored solutions to clients through phone, email, and postal communication, ensuring top-notch customer satisfaction.
- Develop new Personal Lines policies for current clients, encompassing quotations, application preparation, binder issuance, policy issuance, and initial premium payments.
- Engage with clients to discuss policy details, providing guidance on coverage options tailored to their needs and priorities.
- Identify opportunities for cross-selling other insurance products to enhance agency revenue and growth.
- Conduct regular account reviews to suggest modifications to clients and re-market policies as needed to maintain business relationships.
Necessary Qualifications:
- 2-3 years of experience in Personal Lines insurance is desired.
- Familiarity with AMS360 or comparable management tools is essential.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) is required.
- Outstanding organizational and time management skills are crucial.
What We Offer:
- An attractive compensation package with numerous perks.
- A hybrid work arrangement allowing one day of remote work and four days in-office.
- A comprehensive benefits package designed to support your well-being.
