What are the responsibilities and job description for the Personal Lines Account Service Representative position at JL Connects?
At JL Connects, we are seeking a skilled Personal Lines Account Manager to join our team. This role is responsible for providing exceptional customer service to clients, promoting teamwork, and delivering personalized assistance with professionalism.
Key Responsibilities:
- Service clients via calls, emails, mail, and office visits as needed.
- Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.
- Discuss and advise clients on policy coverage recommendations.
- Conduct account rounding by offering quotes for other lines of insurance to contribute to agency growth.
- Review renewal policies, make suggestions to clients, and remarket if necessary to retain business.
- Guide clients through the claims reporting process and provide assistance throughout the claim process.
Qualifications:
- P&C Licensed
- 2-3 years of Personal Lines insurance experience preferred.
- Prior Customer Service experience required.
- Proficiency in Microsoft Office Suite.
- Exceptional organizational skills.
- Experience with Vertafore AMS360 Management System.
Benefits:
- Flexible hybrid schedule
- Comprehensive benefits
- PTO
- Opportunities for advancement
