Licensed Personal Lines Account Manager

2 weeks ago


Germantown, United States Klinger Insurance Group Full time $47,000 - $50,000
Job DescriptionJob Description

We are seeking a licensed Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you

Responsibilities:

- Manage a portfolio of personal lines insurance accounts, including homeowners, auto, umbrella, and other personal insurance products

- Build and maintain strong relationships with clients, insurers, and internal stakeholders

- Assess client needs and recommend appropriate coverage options

- Provide prompt, courteous, and professional service to clients, including responding to inquiries, processing policy changes, and resolving issues

- Stay current on industry trends, regulations, and best practices

- Collaborate with team members to achieve department goals and objectives

-Ensure accuracy of client data and documentation in agency management system

- Assist with renewal process, including policy reviews and remarketing as needed

- Retention of existing accounts is the #1 priority: maintain consistent and quality service to customers and maintain 90% or better retention.

- Identify rounding/upsell and cross-sell opportunities and process as required.

- Renew and/or requote existing client accounts that fall within assigned client list

- Quote, follow up, and write new business within 48 hours.

- Generate endorsements, certificates, and binders at clients' request.

- Respond to customers' billing questions, generate invoices, and assist with payments when necessary.

- Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.

- Other duties as assigned.

Requirements:
- Property & Casualty License is required
- Active Personal Lines Insurance License
- Proven experience as a Personal Lines Account - Manager or similar role
- Strong understanding of personal lines insurance products and coverage options
- Proficiency in insurance agency management systems and Microsoft Office Suite
- Excellent communication and interpersonal skills
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Detail-oriented with strong organizational and problem-solving skills
- Commitment to providing exceptional customer service
- Good Listening Skills
- Proficiency in Microsoft Word, Excel and Outlook
- High school diploma or GED required
CISR, CIC or CPCU designation a plus
- Knowledge of Applied Management system (TAM) or EPIC a plus
- Previous Experience working for an - Independent Agent is a plus
- Multi-lingual is a plus

Benefits:
- PTO
- Health Insurance
- Dental Insurance
- Life Insurance
- Hands on Training
- Mon-Fri Schedule
- Career Growth Opportunities
- 401K
- Education Opportunities
- Base Salary + Commission Opportunities
- Bonus Opportunities
- Costco Membership

Company DescriptionAt Klinger Insurance Group our purpose is to help embrace teamwork and provide amazing service to all our clients. That’s why we provide an environment that focuses on openness, trust, and respect. We have received numerous awards for diversity and inclusion. We have been recognized by Insurance Business America Magazine as the Employer of Choice. Klinger Insurance Group is recognized as one of the leading and trusted independent insurance agencies and brokerage firms in Germantown, MD. The company services the Washington, D.C. metropolitan area and we are licensed in twenty-three states. Klinger Insurance Group was founded in 1993. We act as agents, advisors, administrators, and brokers. Klinger Insurance Group strives to ensure that our clients receive the most cost-effective, comprehensive coverage that addresses both present and future needs. To learn more, visit our website at www.klingerinsurancegroup.com.Company DescriptionAt Klinger Insurance Group our purpose is to help embrace teamwork and provide amazing service to all our clients. That’s why we provide an environment that focuses on openness, trust, and respect. We have received numerous awards for diversity and inclusion. We have been recognized by Insurance Business America Magazine as the Employer of Choice. Klinger Insurance Group is recognized as one of the leading and trusted independent insurance agencies and brokerage firms in Germantown, MD. The company services the Washington, D.C. metropolitan area and we are licensed in twenty-three states. Klinger Insurance Group was founded in 1993. We act as agents, advisors, administrators, and brokers. Klinger Insurance Group strives to ensure that our clients receive the most cost-effective, comprehensive coverage that addresses both present and future needs. To learn more, visit our website at www.klingerinsurancegroup.com.

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