Bilingual Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Are you looking for growth opportunities in the insurance industry? If so, a growing agency is seeking a dedicated and experienced Personal Lines Account Manager to join their team. This role is responsible for managing a portfolio of clients and providing exceptional service in the personal insurance sector. Primary duties include handling client inquiries, processing policy changes, renewals, and endorsements, as well as identifying cross-selling opportunities to enhance client coverage.

Responsibilities

• Provide A-Z servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess the current coverages of existing clients.
• Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients in making coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients.
• Report new claims promptly and assist clients throughout the claims process, ensuring a smooth experience.
• Provide clients with assistance and clarification regarding billing questions and issues.
• Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.
  
  

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: EZLynx
• 5 years of relevant insurance industry experience preferred.
• Previous personal lines account management experience is required.
• Required language skills: Bilingual in English & Spanish
• Above average computer skills with the capacity to master essential software programs.
  
  

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $55k-$65k (based on experience).
• Paid time off and company holidays.
• Hybrid work schedule available.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.