Personal Lines Account Manager
7 days ago
Our Client:
For over 80 years, this organization has earned a strong reputation for excellent service and insurance management, easing worries for its clients. With a wide network of carrier partnerships, they provide various insurance options and have the expertise to find the best solutions.
Their growth is driven by a mission focused on humility and integrity in daily operations. They measure success by the positive impact they have on families, businesses, and communities. This insurance provider is dedicated to creating innovative solutions for those who value personalized service and helping others. Building strong relationships and maintaining a great reputation is central to their approach, as clients rely on them to protect themselves, their businesses, and their families.
What We're Looking For:
In this role, you will be the primary point of contact for all new business inquiries, handling walk-in customers and incoming calls related to personal lines insurance products. This position is ideal for someone with a strong background in insurance sales who prefers an office-based role focused on converting leads rather than active outbound selling. You are encouraged to apply if you have a passion for insurance, a talent for building relationships, and enjoy the challenge of converting leads into satisfied clients.
Responsibilities:
- Handle all new business inquiries for personal lines insurance products, including auto, home, renters, and umbrella policies
- Provide expert guidance and recommendations to potential clients based on their specific insurance needs
- Explain coverage options, policy terms, and pricing to prospects in a clear and concise manner
- Utilize your sales acumen to effectively convert inquiries into new policies
- Process new policy applications and ensure all necessary documentation is completed accurately
- Collaborate with underwriting and other departments to facilitate smooth policy issuance
- Maintain detailed records of all customer interactions and follow up as necessary
- Stay current on industry trends, product offerings, and regulatory changes
- P&C License
- CISR or CIC Designation a plus
- Knowledge of insurance products and usage including rating procedures, coverages, and industry operations
- Experience with multiple insurance carriers and products
- Ability to multi-task and prioritize with numerous interruptions
- Intermediate computer skills - knowledge of word processing, spreadsheets, and emails required. Knowledge of Epic agency management system a plus.
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