Personal Line Account Manager

4 weeks ago

Troy, United States The Roots Insurance Full time

The Roots Insurance Agency is a boutique independent agency located in Troy, Michigan with strong relationships in the business community. We are looking for a Personal Lines Account Manager to join our growing team


Responsibilities:

  • Delivering superior client service by addressing insurance inquiries and discussing available product options.
  • Assisting in the onboarding of new clients, including data collection and quotation processes.
  • Analyzing clients’ personal risk exposure to inform coverage recommendations.
  • Collaborating with producers to ensure accurate home replacement cost valuation, personal automobile exposures, and appropriate coverage categorization.
  • Following up with underwriters to ensure market submissions are processed and obtain any requested information from producers and/or clients directly.
  • Evaluating carrier quotes with producers and conducting coverage term analysis.
  • Contributing to the strategic design of insurance policies and coverages.
  • Facilitating seamless renewals for optimal client retention.
  • Nurturing strong relationships with clients and insurance providers.
  • Managing the preparation and presentation of insurance proposals.
  • Ensuring policies and endorsements effectively address coverage gaps and mitigate risks.
  • Engaging in marketing initiatives and other assigned tasks.
  • Performing accurate data entry into CRM/AMS, documenting client interactions and policy updates.
  • Effectively communicating via email and phone.
  • Staying current with industry trends, new products, and evolving coverages.
  • Resolving complex service issues for insured parties.
  • Undertaking additional duties and projects as required.


Education and Experience:

  • High school diploma or recognized equivalent required
  • Minimum 3+ years insurance account management experience required
  • CPCU or CIC designation preferred
  • Applied EPIC agency management software experience preferred


Skills and Abilities:

  • Self-motivated and capable of thriving in collaborative environments.
  • Effective planning and strategic thinking abilities.
  • Demonstrated persuasion, resilience, and tenacity.
  • Strong negotiation skills with a goal-oriented mindset.
  • Exceptional ability to manage stress.
  • Excellent written and verbal communication skills.
  • Meticulous attention to detail and superior organizational skills.
  • Quick learner with proficiency in adopting new software and technology.
  • Capacity to multitask, prioritize, work autonomously, and exercise discretion.
  • Willingness to continuously enhance insurance industry knowledge and embrace technological advancements.
  • Maintaining professionalism and a positive attitude.


Work Environment:

  • Hybrid Schedule: Up to 3 days/week in-office
  • Travel: Up to 15%


The above information in this description has been designed to indicate the general nature and level of work performed. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. The Company is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on local, state or federal laws.

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