What are the responsibilities and job description for the PERSONAL LINES ACCOUNT MANAGER position at Summit Bridge Partners?
Personal Lines Account Manager
Position Overview
Well-established agency seeking a motivated and detail-oriented Personal Lines Account Manager to join the team. The ideal candidate will provide exceptional service to clients while assisting with insurance-related tasks and office operations. This position requires a commitment to customer satisfaction, attention to detail, and the ability to work effectively in a fast-paced environment. Agency offers professional development and growth, generous salary and PTO, and an easy-going team environment.
Key Responsibilities
- Greet customers and answer incoming calls with prompt, professional assistance.
- Foster strong relationships with customers to maintain a high level of client retention and product loyal
- Present and explain insurance policy options based upon prospective client needs and their personal
- Provide customers with additional information about about new products and services
- Quote insurance products and market carriers.
- Process client payments and maintain accurate transaction records.
- Assist clients with questions regarding premiums, coverage options, and policy details.
- Manage client records and ensure accurate documentation.
- Support marketing and outreach initiatives to build client relationships and promote agency products.
Qualifications
If you are passionate about insurance and providing outstanding customer service; and are ready to contribute to an amazing team, we encourage you to apply!
