Personal Lines Insurance Specialist
4 days ago
Simkiss & Block, an Alera Group Company, is seeking a skilled Personal Lines Account Manager to join our Property & Casualty team.
We are a client-focused, consultative, independent insurance agency serving the Main Line Area and beyond. Our team specializes in catering to high-net-worth individuals and has been recognized for our excellence by being awarded the Best Places to Work by the Worldwide Broker Network in 2021.
Job SummaryThe primary responsibility of the Personal Lines Account Manager will be to service a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. The role emphasizes providing personalized assistance to clients, promoting teamwork, and delivering exceptional customer service with professionalism.
Key Responsibilities- Service Personal Lines clients via calls, emails, mail, and office visits as needed.
- Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.
- Discuss and advise clients on policy coverage recommendations.
- Conduct account rounding by offering quotes for other lines of insurance to contribute to agency growth.
- Review renewal policies, make suggestions to clients, and remarket if necessary to retain business.
- Guide clients through the claims reporting process and provide assistance throughout the claim process.
- P&C Licensed
- 2-3 years of Personal Lines insurance experience preferred.
- Prior Customer Service experience required.
- Proficiency in Microsoft Office Suite.
- Exceptional organizational skills.
- Emphasis on teamwork.
We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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