Personal Lines Account Manager I
3 weeks ago
Personal Lines Account Manager is a vital position within the Lemon Mohler Insurance Agency. You will be responsible for managing the relationship between our customer and their insurance carrier. You will be working in a friendly, dynamic, customer focused, environment that requires, insight, expertise, and personal investment. You will have an opportunity to work as a member of a team that, collectively, represents the most well established and respected agency on the gulf coast. Account Managers develop business organically, write new business, and work to retain existing accounts. A Personal Lines Account Manager is people-focused, self-motivated, and a creative problem solver always keeping Lemon Mohlers Core Values of integrity, honesty, family, communication, teamwork, competence, and spiritual growth.
Benefits
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Flexible Spending Account
Telehealth
Quarterly Bonuses
Responsibilities
- Responsible for gathering the information and risk management recommendations for the renewal of designated accounts.
- Complete binders and/or policy or endorsement requests.
- Build and maintain strong, long-lasting client relationships through personalized service and attention to detail.
- Assist clients in obtaining quotes for new policies and identify opportunities to cross-sell additional coverage.
- Receive phone calls and office visits from clients requesting quotes, changes to existing policies, and/or new policies.
- Achieve published agency goals pertaining to customer retention.
- Submit requests to the appropriate markets to ensure our customers receive the best, properly valued coverage available.
- Work closely with underwriters, carriers, and other team members to meet client needs and resolve issues.
Requirements
- Must possess a current Property and Casualty License
- AMS360 software experience preferred
- 2 to 3 years of Independent Insurance experience
- Strong technical knowledge of personal lines coverage & rating
- Microsoft Office Word, Excel, Outlook, Teams
- Excellent communication, problem-solving, and organizational skills
- Strong attention to detail, ability to work independently, and a commitment to providing outstanding customer service
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