Personal Lines Insurance Account Manager

4 weeks ago


Bakersfield, California, United States Jobot Full time
Job Title: Personal Lines Insurance Account Manager

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

Key Responsibilities:

* 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
* 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
* 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
* 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
* 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

Requirements:

* High school diploma or equivalent; Bachelor's degree preferred
* Relevant insurance certifications (e.g., CISR, CIC) are a plus
* Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role
* Proven track record of client relationship management and retention
* 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

About Us: We are one of the largest independent insurance agencies in California, providing all lines of insurance to a group of clients throughout the U.S.

Why Work with Us: As one of California's largest and fastest growing independent insurance agencies, we are committed to being on the leading edge of insurance in the state. Whether it's through training, securing unique lines of coverage or developing new resources, we are dedicated to being at the forefront to make a difference for our clients.

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