Employee Benefits Account Manager

2 weeks ago


Los Angeles, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Jobot. As a key member of our insurance team, you will be responsible for providing exceptional service to our personal insurance clients, managing their policies, and ensuring their coverage meets their evolving needs.

Key Responsibilities
  • Manage a portfolio of personal lines clients, handling all aspects of their insurance needs, including policy changes, renewals, claims, and billing inquiries.
  • Provide personalized service by responding to client inquiries in a timely and professional manner, offering solutions, and ensuring clients have a clear understanding of their coverage options.
  • Conduct annual policy reviews with clients, recommending coverage changes based on their personal needs and market trends, and ensure timely processing of renewals.
  • Serve as a point of contact for clients during the claims process, guiding them through filing, follow-up, and resolving any issues with carriers.
  • Identify opportunities to cross-sell additional insurance products to existing clients and recommend policy upgrades as appropriate.
  • Work with multiple insurance carriers to quote new business, bind policies, and negotiate renewals on behalf of clients, ensuring the best terms and rates.
  • Ensure all client files are up to date, accurate, and comply with industry regulations, and maintain detailed notes and track all client interactions.
Requirements
  • Licensed in Property & Casualty Insurance (required).
  • Previous experience in personal lines insurance or a related field.
  • Excellent communication and customer service skills.
  • Strong attention to detail and organizational abilities.
  • Ability to multi-task and prioritize work in a fast-paced environment.
  • Proficiency with insurance management software and Microsoft Office.
About Us

Jobot has been in business serving our clients for over 40 years. We are a remote company based in CA, and we are committed to providing exceptional service to our clients. If you are a motivated and experienced insurance professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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