Personal Lines Account Manager
3 weeks ago
We are seeking a highly motivated and experienced Personal Lines Account Manager to join our team. The ideal candidate will have a strong background in both Personal Lines (PL) and Commercial Lines (CL) insurance, with a proven track record of success in account management and client retention. This role offers the opportunity to work closely with a diverse client base and to contribute to the growth and success of our agency.
Key Responsibilities:
- Manage a portfolio of small to mid-market clients, ensuring exceptional service and proactive account management.
- Utilize expertise in Personal Lines and Commercial Lines insurance to advise clients on coverage options and risk management strategies.
- Cultivate and maintain strong relationships with clients, underwriters, and other stakeholders.
- Collaborate with the sales team on lead generation, prospecting, and marketing initiatives.
- Provide timely and accurate responses to client inquiries and policy service requests.
- Monitor industry trends and regulatory changes to effectively communicate updates to clients.
- Leverage excellent scheduling and organizational skills to prioritize and manage workload effectively.
Requirements:
- Minimum 3-5 years of demonstrated success in Personal Lines and Commercial Lines insurance, with a clear understanding of the 60/40 split between PL and CL.
- Possession of a valid Property & Casualty (P&C) License.
- Proven ability to achieve a high client retention rate, particularly with small to mid-market clients.
- Experience working with clients in industries such as Transportation, Contractors and General Liability.
- Former experience as a Logistics Expert or Operations Lead is advantageous.
- Strong proficiency in Account Management, Lead Generation, Prospecting, and Marketing across multiple industries.
- Excellent communication skills, both written and verbal, with the ability to effectively interact with diverse clientele and internal teams.
Benefits:
- Competitive salary commensurate with experience.
- Comprehensive benefits package including health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Professional development opportunities and ongoing training.
- Collaborative and supportive work environment focused on growth and success.
Application Process: Interested candidates are encouraged to submit a resume and cover letter outlining their qualifications and relevant experience to .
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