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Personal Lines Account Manager
2 months ago
We are seeking a highly skilled Personal Lines Account Manager to join our team at SFB. As a key member of our insurance team, you will be responsible for providing exceptional customer service and ensuring that our clients receive the best possible insurance solutions.
Key Responsibilities- Maintain professional relationships with clients, agency personnel, and company staff through prompt, courteous, knowledgeable, and accurate service.
- Answer client inquiries regarding policy status, coverage, and premium information.
- Apply knowledge of products and services to best meet client needs.
- Process client requests, including completing paperwork, updating account information, and requesting endorsements.
- Complete applications for new business and submit to the companies for processing within 24-48 hours.
- Manage risk files, track new business, and update policy and coverage data.
- Market accounts and review renewals for accuracy.
- Prepare price quotes and understand company sales policies and procedures.
- Handle client complaints and document all contact in traxlog.
To be successful in this role, you will need:
- A high school diploma or general education degree (GED) and two to three years of related experience.
- Excellent Microsoft applications skills, including Word, Excel, Access, and PowerPoint.
- Excellent verbal and written communication skills.
- A Property & Casualty Insurance License (or to be obtained within 90 days of hire).
We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.