Personal Lines Account Manager

10 hours ago


San Diego, California, United States Jobot Full time
Job Title: Personal Lines Account Manager

We are seeking a highly motivated and experienced Personal Lines Account Manager to join our dynamic team in the Insurance industry. As a key member of our team, you will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are met.

Responsibilities:
  • Manage a portfolio of high net worth clients and maintain strong relationships with them
  • Provide exceptional customer service and ensure that all client needs are met in a timely and efficient manner
  • Experience in servicing a large book of business in a fast-paced environment
  • Must have a strong history in servicing clients in the state of California
  • Develop and implement strategies to increase revenue and retain clients
  • Collaborate with underwriters and carriers to negotiate terms and pricing for policies
  • Stay up-to-date with industry trends and regulations to provide clients with the most current information
  • Attend industry events and conferences to network with peers and gain new business opportunities
  • Train and mentor junior staff members to ensure that they are providing high-quality service to clients
Qualifications:
  • Minimum of 5 years of experience in Personal Lines Insurance
  • Comprehensive understanding of property and casualty insurance
  • CPCU and CIC designations preferred
  • Experience working with AMS 360 or similar agency management system
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Excellent organizational and time management skills
  • Proven track record of managing a portfolio of high net worth clients
  • Demonstrated ability to develop and implement successful business strategies
  • Knowledge of industry trends and regulations
  • Ability to mentor and train junior staff members


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