What are the responsibilities and job description for the Personal Lines Account Manager position at JL Connects?
Personal Lines Account Manager
This position is responsible for developing and sustaining relationships with internal and external customers, servicing existing accounts, cross-selling and account rounding, and managing communications with clients and carriers in accordance with agency policies.
Position Responsibilities:
- Developing and maintaining strong relationships with clients, understanding their insurance needs, and providing tailored solutions.
- Oversight of the life cycle of insurance policies, including renewals, endorsements, and claims processing.
- Assisting clients with inquiries, explaining policy terms, and resolving issues or concerns.
- Identifying opportunities to offer additional coverage or products that align with clients' needs, thus contributing to revenue growth.
- Collaboration with underwriters, claims adjusters, and other team members to ensure a seamless process for clients.
- E nsuring all policies and procedures comply with industry regulations and company standards.
Relevant Experience We'd Like to Hear About:
- Professional experience within an independent agency.
- Proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems such as AMS360.
- Active Property & Casualty License.
Job Description:
The Personal Lines Account Manager plays a pivotal role in our organization by fostering and maintaining strong relationships with clients. This involves a deep understanding of their insurance needs and providing customized solutions. The successful candidate will oversee the entire life cycle of insurance policies, from initial purchase to renewal and claims processing.
A key aspect of this role is identifying opportunities to upsell or cross-sell relevant products to clients, thereby contributing to revenue growth. To achieve this, the Personal Lines Account Manager will work closely with underwriters, claims adjusters, and other team members to ensure a seamless process for clients.
Additionally, the successful candidate will be responsible for ensuring compliance with industry regulations and company standards. They will need to possess excellent communication and problem-solving skills to effectively address client queries and resolve any issues that may arise.
Key Qualifications:
- Strong relationship-building and communication skills.
- Excellent problem-solving and analytical skills.
- Ability to work collaboratively as part of a team.
- Proven track record of driving revenue growth through effective sales strategies.
- Knowledge of property and casualty insurance principles and practices.
