What are the responsibilities and job description for the Personal Lines Account Manager position at JL Connects?
Job Overview:
JL Connects seeks an experienced Personal Lines Account Manager to manage a diverse client portfolio. This role demands a professional who can deliver superior customer service while growing the business through strategic account management.
- Serve as a primary point of contact for assigned Personal Lines clients, addressing their queries and resolving issues promptly.
- Create new Personal Lines policies for existing clients by determining suitable coverages, preparing proposals, issuing binders, processing policy issuance, and handling premiums.
- Build strong relationships with clients by communicating policy details, recommending relevant coverages, and negotiating renewals.
- Identify opportunities for upselling other insurance products to increase agency revenues.
- Regularly review policies and advise clients on potential modifications to ensure optimal coverage and retention.
Requirements:
- 2-3 years of experience in Personal Lines insurance is preferred.
- Familiarity with AMS360 or comparable management tools is essential.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) is required.
- Excellent organizational and time management skills are vital.
Benefits Package:
- Competitive salary and bonus structure.
- Flexible work arrangement with one day of remote work and four days in-office.
- Comprehensive benefits package focused on employee wellness.
JL Connects seeks an experienced Personal Lines Account Manager to manage a diverse client portfolio. This role demands a professional who can deliver superior customer service while growing the business through strategic account management.
- Serve as a primary point of contact for assigned Personal Lines clients, addressing their queries and resolving issues promptly.
- Create new Personal Lines policies for existing clients by determining suitable coverages, preparing proposals, issuing binders, processing policy issuance, and handling premiums.
- Build strong relationships with clients by communicating policy details, recommending relevant coverages, and negotiating renewals.
- Identify opportunities for upselling other insurance products to increase agency revenues.
- Regularly review policies and advise clients on potential modifications to ensure optimal coverage and retention.
Requirements:
- 2-3 years of experience in Personal Lines insurance is preferred.
- Familiarity with AMS360 or comparable management tools is essential.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook) is required.
- Excellent organizational and time management skills are vital.
Benefits Package:
- Competitive salary and bonus structure.
- Flexible work arrangement with one day of remote work and four days in-office.
- Comprehensive benefits package focused on employee wellness.
