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Insurance Account Manager

1 month ago

Anderson, California, United States Giles Insurance Services Full time
{"h1": "Personal Lines Account Manager Role at Giles Insurance Services"} Job Summary

Giles Insurance Services is seeking a skilled Personal Lines Account Manager to join our team. As a key member of our team, you will be responsible for managing a portfolio of personal insurance accounts, including auto, home, and umbrella policies.

Key Responsibilities
  • Manage a portfolio of personal insurance accounts, including auto, home, and umbrella policies.
  • Work closely with clients to assess their needs and provide guidance.
  • Respond to clients, insurance carriers, sales team, and supervisors' correspondences and requests in a timely, effective, and professional manner.
  • Research and present answers to client questions about their policies and coverage.
  • Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
  • Analyze and compare current exposures at renewal.
  • Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy.
  • Process and check policies, endorsements, endorsement requests, and audits for accuracy.
  • Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage and renewal dates.
Requirements
  • Excellent verbal and written communication skills
  • Basic math skills and aptitude for learning new technology
  • Positive attitude, good listening skills and empathy
  • Highly-organized and strong time management skills
  • Ability to multi-task in a fast-paced environment within tight deadlines
  • Works with integrity and a high-level of confidentiality
About Giles Insurance Services

Giles Insurance Services is one of the top independent insurance agencies in the area. We're proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve.

What We Offer
  • Competitive compensation
  • Work-life balance and employee well-being
  • A supportive, diverse, people-first culture and mindset
  • A voice at the table to create constructive change and work on purposeful products
  • Time dedicated to professional development
Apply Now

Apply for this exciting opportunity to join our team at Giles Insurance Services.