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Personal Lines Business Development Manager

2 months ago


Cincinnati, Ohio, United States CAI Insurance Agency, Inc. Full time
About the Role

At CAI Insurance Agency, Inc., we're committed to empowering our clients and employees to achieve their goals. As a Personal Lines Account Manager, you'll play a vital role in helping our clients navigate the complexities of insurance and achieve their objectives.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, carriers, and internal team members to ensure exceptional service and support.
  • Policy Management: Educate, advise, and make recommendations to clients regarding policy coverages, changes, exclusions, and needs.
  • Account Growth: Evaluate and negotiate carrier quotes on behalf of clients, promote growth of existing books through account rounding, and bind coverage within established limits.
  • Problem Resolution: Resolve all policy and coverage-related concerns in a timely and professional manner.
  • Knowledge Management: Maintain a broad knowledge base of carrier underwriting guidelines and stay up-to-date on industry developments.
  • Documentation: Manage client files to ensure proper documentation and compliance.
Requirements
  • Experience: 1 year of account management or customer service experience.
  • Skills: Exceptional organizational skills, ability to communicate effectively and respectfully, and a team-oriented mindset.
  • Licenses: Property and Casualty License, or ability to obtain within 60 days of hire.