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Personal Lines Insurance Account Specialist

2 months ago

Sandy, United States ALKEME Insurance Full time
Job Overview

Position Type:

  • Full-time; compensation is competitive, with a salary up to $70,000 plus benefits.
  • This role is entirely remote, allowing for a flexible work environment.

Role Summary:

The Personal Lines Insurance Account Specialist is responsible for addressing the comprehensive insurance requirements of our clientele. This position demands the delivery of prompt, precise, and professional service to both clients and internal teams, aimed at sustaining and expanding our personal lines portfolio.

Key Responsibilities:

Client Service:

  • Manage intricate accounts effectively.
  • Process renewal and modification requests with a focus on Personal Lines Insurance Risk Management.
  • Draft annual review letters, providing clients with tailored recommendations based on their insurance needs analysis.
  • Assist clients in filing claims.
  • Ensure the Applied EPIC system is updated with accurate and current information.

Client Retention:

  • Strive to achieve the agency's retention goal of 95%. Proactively market renewals, identify coverage gaps or new discounts, and follow up on billing notices and cancellations.

Account Expansion:

  • Actively seek and manage additional lines of coverage for both new and existing clients.
  • Provide clients with fundamental information regarding all personal lines of insurance and guide them accordingly.

Collaboration:

  • Foster positive and effective relationships with clients, colleagues, carriers, and other business partners.
  • Share expertise and skills with team members to enhance overall performance.

Professional Development:

  • Stay informed about industry trends, new products, regulations, coverages, and technology to enhance knowledge and effectiveness.
  • Utilize strong communication skills to cooperate and provide necessary information to achieve the agency's objectives.

Qualifications:

Essential Skills and Experience:

  • A college degree with at least 3 years of experience in the insurance sector, or a minimum of 5 years of relevant experience.
  • Possession of a valid Property Casualty Broker-Agent license is required.
  • Effective verbal and written communication skills to explain complex issues and interpret detailed information.
  • Comprehensive knowledge of insurance products and their applications.
  • Understanding of insurance markets and relevant references.
  • Capability to execute complex tasks involving various concrete and abstract variables.

Compensation:

  • The role offers a salary up to $70,000, complemented by a comprehensive benefits package including medical, dental, vision, and 401k options.
About ALKEME

ALKEME specializes in offering a diverse range of insurance policies, digital solutions, and risk management tools tailored to meet the needs of a varied customer base. We pride ourselves on our innovative approach, setting ourselves apart in an industry often characterized by traditional methods.

As a company founded on ownership and operational excellence, we are committed to redefining the standards of insurance management, client interaction, and team collaboration. Recognized as a "2024 Top 100 Broker" by Business Insurance, we are eager to lead the way in the industry.

Our journey is just beginning; we are dedicated to transforming the insurance landscape through the recruitment of top-tier talent and the development of pioneering solutions.