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Personal Lines Insurance Account Manager
2 months ago
Choice Financial Group LLC, a leading financial services company, is seeking a highly skilled Personal Lines Insurance Account Manager to join our team. As a key member of our organization, you will be responsible for establishing and maintaining strong relationships with clients, providing exceptional service, and driving business growth.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their needs and preferences to provide tailored solutions.
- Insurance Product Expertise: Possess in-depth knowledge of personal lines insurance products, including coverage options, rates, and industry trends.
- Account Management: Manage client accounts, ensuring timely and accurate processing of policies, endorsements, and claims.
- Communication and Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to effectively communicate with clients, producers, and internal stakeholders.
- Business Development: Identify opportunities to grow business and increase revenue, through strategic planning and execution.
- Experience: 5+ years of experience as a Personal Lines Service Agent or Account Manager.
- Licenses and Certifications: Active Property and Casualty License.
- Education: High School Diploma required, Associate or Bachelor degree for Advancement.
- Technical Skills: Proficient with Microsoft Office – Outlook, Word, Excel, and EPIC system.
- Soft Skills: Exceptional interpersonal skills, friendly and professional demeanor, and ability to work in a fast-paced environment.
- Compensation and Benefits: Competitive salary, commission, and bonus structure, as well as employee health benefits, 401K retirement plan, and employer-paid group life insurance.
- Professional Development: Opportunities for advancement and professional growth, with a focus on developing skills and expertise.