Personal Lines Account Manager
3 days ago
We are seeking a highly skilled Personal Lines Account Manager to join our team at Oakbridge Insurance Agency LLC. The successful candidate will be responsible for managing existing accounts, assisting in the production of new business, and providing exceptional customer service.
Key Responsibilities
- Manage existing accounts and assist in the production of new business
- Provide prompt, efficient, and high-quality service to customers
- Develop and maintain client relationships
- Monitor account activity, changes in exposure, and revisions in coverage
- Assist in ongoing risk evaluation of client exposures
- Manage billing functions, including invoicing, reviewing accounts receivable statements, reconciling account differences, and documenting collection issues
- Issue binders, EOP, ID Cards, insurance summaries, and handle related administrative functions
- Greet walk-ins and manage phone lines
- Participate in client/carrier meetings
Requirements
- Ability to research, analyze, and solve problems independently
- Ability to work under minimal supervision
- Strong interpersonal, written, and verbal communication skills
- Great customer service, organizational, and time management skills
Preferred Qualifications
- 2 or more years of sales experience with Personal Lines Insurance
- Working knowledge of agency standard operating procedures and management systems
- Property and Casualty License
Oakbridge Insurance Agency LLC is a new kind of insurance and risk management agency with a mission to transform and elevate the way business is done in our industry. We offer a friendly and flexible work environment and provide first-class benefits to meet the needs of you and your family.
We are an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
For more information, please visit our website.
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