Personal Lines Insurance Account Manager

2 weeks ago


Lodi, California, United States Jobot Full time
Job Description

About the Role

We are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our insurance team, you will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention.

Key Responsibilities

  • Client Service and Relationship Management:
    • Build and maintain strong relationships with clients.
    • Respond promptly to client inquiries and provide expert advice on insurance products.
    • Address client concerns and resolve issues in a timely and efficient manner.
    • Conduct regular client reviews to ensure coverage meets their evolving needs.
  • Policy Management:
    • Handle new business, renewals, and policy changes efficiently.
    • Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance.
    • Process policy endorsements, cancellations, and reinstatements.
    • Ensure all documentation and client records are accurately maintained in the system.
  • Sales and Cross-Selling:
    • Identify opportunities for cross-selling and up-selling additional insurance products and services.
    • Provide quotes and assist clients in selecting appropriate coverage.
    • Achieve sales targets and contribute to the growth of the personal lines book of business.
  • Claims Assistance:
    • Assist clients with the claims process, providing guidance and support from initial filing to resolution.
    • Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.
  • Compliance and Risk Management:
    • Stay current on industry trends, insurance regulations, and company policies.
    • Ensure all activities are conducted in compliance with insurance laws and ethical standards.
    • Conduct risk assessments and provide recommendations to clients to minimize potential losses.
  • Team Collaboration:
    • Work closely with other account managers, producers, and support staff to ensure a seamless client experience.
    • Participate in team meetings and contribute to the development of best practices.

Qualifications

  • Education:
    • High school diploma or equivalent; Bachelor's degree preferred.
  • Experience:
    • Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
  • Skills:
    • Strong knowledge of personal lines insurance products and coverage options.
    • Excellent communication and interpersonal skills.
    • Detail-oriented with strong organizational and time management abilities.
    • Proficient in insurance management software and Microsoft Office Suite.
    • Ability to work independently and as part of a team.
    • Sales-oriented mindset with the ability to identify and capitalize on opportunities.


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