What are the responsibilities and job description for the Personal Lines Account Manager position at MOLARI?
We?re looking for a Personal Lines Account Manager to help our Client deliver top-notch service to clients out of their Westfield Insurance agency. In this role, you\'ll be helping clients with their insurance needs, answering questions, and offering advice in a friendly and professional manner. Your goal is to make sure clients feel supported and confident in their insurance choices. Hybrid position- 4 days in office, 1 remote. M-F, no weekends! Key Responsibilities : - Offer exceptional service to clients, prospective clients, and guests by following all the necessary guidelines and company policies. - Gather info and use our software to create quotes for insurance. You?ll work with underwriting guidelines and other online tools to make sure the quotes are a good fit for each client. - Have friendly, confident conversations with clients about their options and make thoughtful recommendations for new policies or changes to their existing coverage. Be ready to answer common questions. - Help clients through the claims process, using the company\'s resources and software. You\'ll also work with adjusters, handle paperwork, and ensure claims are handled quickly. - Take ownership of your client portfolio, always aiming to provide great service and live up to our company motto of exceeding customer expectations. - Perform annual policy reviews and work on keeping clients by offering other carrier options when necessary. - Handle new business opportunities from leads, web inquiries, and client calls. - Look for ways to cross-sell or up-sell to existing clients by reviewing their policies and asking the right questions to make sure they\'re getting the coverage they need. - Be able to explain insurance terms and concepts to clients in a way that\'s easy to understand, so they know what their coverage entails. Other Duties : - Represent the agency at local community and professional events to help promote our services. - Follow all regulatory compliance and company policies. - Keep up with required training and continuing education to maintain your P&C license. (licensure required within 6 months of starting- agency to assist with this) - Provide coverage at other locations when needed. Position Requirements : - High School diploma or equivalent. - At least two years of insurance experience is a plus. - Must complete P&C licensing within 6 months of starting. - Excellent communication, phone skills, customer service, and organizational abilities. - Attention to detail and the ability to juggle multiple tasks. - Proficient with MS Office (Word, Excel, Outlook). - Professional appearance and the ability to handle confidential information with care.
