Personal Insurance Account Manager
1 month ago
Personal Lines Account Manager
Job Summary
A well-known agency is actively seeking a skilled Personal Lines Account Manager. This role offers a unique opportunity to grow and develop professionally in a dynamic environment that values collaboration and dedication. Responsibilities include handling coverage issues, processing endorsements, addressing inquiries, coordinating renewals, managing policies, and more. If you're a motivated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel
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.
- 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.
- 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: EPIC
- 2+ years of relevant insurance industry experience preferred.
- Previous A-Z servicing experience is required.
- Above average computer skills with the capacity to master essential software programs.
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $55k-$75k (based on experience).
- Paid time off and company holidays.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.
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