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Insurance Account Manager - Personal Lines

Taylor Agency
Taylor Agency Salary
Charleston, SC Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 4/20/2025

Job Description


Taylor Agency is seeking a qualified professional to join our personal lines team as an Account Manager. We are looking for a service-oriented individual interested in helping our business grow through value-based conversations and an outstanding customer experience. Each Account Manager is responsible for servicing an existing book of mainly residential and auto policies, and handling the marketing of the renewal of these policies. The right candidate will have 2 or more years experience in the insurance field. This opening is in our James Island office.    


Benefits


Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Hands on Training

Disability Insurance

Life Insurance

Parental Leave

Retirement Plan

Work from Home

Career Growth Opportunities

Evenings Off


Responsibilities


  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Complete Evidence of Insurance requests.
  • Return all phone messages promptly.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Generating insurance quotes.
  • Provide exceptional customer service.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Provide on-going support to insurance clients as needed.
  • Educate clients on the insurance policies that best suit their needs

Requirements


  • Proficiency to multi-task, follow-thru and follow-up.
  • Must obtain Property & Casualty license within 30 days of employment if not licensed already
  • Experience with AMS360 a plus
  • Professional phone etiquette.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
  • Minimum education: Associates degree
  • Strong communication skills, both oral and written.

Salary : $50,000 - $60,000

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