What are the responsibilities and job description for the Personal Lines Account Manager position at JL Connects?
Position Title : Personal Lines Account Manager
4-Day Hybrid Work Week
Required Qualifications :
Minimum of 2 years of experience in personal lines insurance .
Active Minnesota Property and Casualty Insurance License
Understanding of personal insurance products, policy types, and basic underwriting principles.
Proficient in using insurance agency management systems (e.g., AMS, Hawksoft, Epic, or Vertafore) and Microsoft Office Suite.
Work Environment :
Schedule : 4 day work week, 1-2 days in office weekly after onboarding
Compensation and Benefits :
Salary : Competitive salary based on experience and qualifications.
Benefits : Health insurance, paid time off, professional development opportunities, and other perks.
Job Overview : The Personal Lines Account Manager plays a key role in delivering outstanding customer service by assisting clients with both personal and commercial insurance needs. This position involves managing policyholder inquiries, processing policy changes, and supporting account managers in managing insurance portfolios. The ideal candidate will have a strong understanding of insurance policies, excellent communication skills, and a customer-focused attitude.
Key Responsibilities :
Provide exceptional service to personal lines clients, answering questions and addressing concerns regarding auto, home, renters, and umbrella policies.
Process policy changes, renewals, and cancellations for personal lines accounts in a timely and accurate manner.
Handle billing questions, policy endorsements, and provide payment reminders to clients as necessary.
Work closely with producers, account managers, and other team members to ensure client needs are met.
Provide information to clients about their insurance coverage and assist in selecting policies that best meet their needs.
Maintain accurate client and policy records within the agency management system, ensuring all data is up-to-date.
Ensure all interactions and transactions comply with state regulations, company procedures, and industry best practices.
Proactively address client issues, concerns, or complaints, ensuring timely resolution and client satisfaction.
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