What are the responsibilities and job description for the Personal Lines Account Manager position at Konen Insurance Agency, Inc.?
About Us
Konen Insurance is a trusted independent agency offering a comprehensive suite of insurance solutions designed to protect our clients from the unexpected. We go beyond simply selling insurance—we partner with our clients to empower them to make informed decisions about their protection and future. As a family-owned business, we are committed to fostering a workplace culture of courtesy, respect, and empowerment for our staff.
Position Overview: Personal Lines Account Manager
We are seeking a dynamic and client-focused Personal Lines Account Manager to build and maintain strong relationships with clients and carrier representatives while delivering outstanding customer service. This role requires sound judgment, excellent communication skills, and the ability to represent the agency positively in both professional and community settings. A positive outlook and growth mindset are essential to success in this position.
Licensing Requirements
A valid insurance license is required for this role. If you do not currently hold an insurance license, it is expected that you complete and obtain your license within 90 days of employment. We cover the cost of the licensing class and exam to support your success.
Compensation
- Pay Range: $30,000 - $60,000/year
- Competitive salary based on experience
- Opportunities for bonuses and performance-based incentives
Benefits
- Major Medical Insurance
- Short-term and Long-term Disability Insurance
- Voluntary Life, Vision, and Dental Insurance
- Paid Time Off (PTO)
- Paid Holidays
- Retirement Savings Account
- Company Events
- Opportunities for professional growth and development
Key Responsibilities
Client Service and Account Management
- Provide exceptional service for assigned accounts, following agency best practices.
- Proactively address client needs, inquiries, and service requests.
- Manage the marketing and placement of new business and renewal accounts.
- Achieve sales and retention goals by identifying opportunities for account rounding and up-selling.
- Conduct annual reviews and risk assessments to ensure appropriate coverage for renewal policies.
Administrative and Operational Support
- Maintain accurate and organized client files, including processing policies, endorsements, invoices, certificates, and documentation.
- Manage renewal expiration lists, binders, and aged receivables.
- Review and verify processed items for accuracy.
- Ensure compliance with underwriting requirements and carrier guidelines.
- Prepare and issue billing statements in accordance with credit and collection policies.
Professional Development
- Stay current with industry trends and carrier updates by participating in continuing education courses and reviewing relevant publications.
- Develop expertise in insurance products, practices, and risk management techniques.
- Participate in special projects and initiatives as assigned by management.
Qualifications and Skills
- Proficient in technology, including Adobe Pro, Microsoft Word, Excel, and Outlook, as well as phone system operations.
- Strong time management and organizational skills.
- Advanced verbal and written communication abilities.
- Desire to acquire and maintain in-depth knowledge of insurance industry products and practices.
- Self-motivated with the ability to work independently and make sound decisions.
- Knowledge of brokerage operations, including claims handling, rating, and applicable insurance laws.
- Familiarity with risk assessment and management techniques.
Why Join Us?
At Konen Insurance, we value diversity and inclusion. As an equal opportunity employer, we do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Join a team that values your contributions and provides opportunities to grow professionally while making a positive impact in the community.
Salary : $30,000 - $60,000
