Personal Lines Account Manager

2 weeks ago


Lynn, United States W3Global Inc. Full time
Job DescriptionJob Description

Personal Lines Account Manager

We are seeking an experienced personal lines insurance professional to join our team as an account manager. This position will primarily be servicing existing clients from our personal lines accounts and working directly with producers to help grow the book of business. The ideal candidate is someone who has the skills, abilities and requirements listed below.

Skills and Abilities:

  • Reliability, honesty and respect

  • Strong customer service, active listening and relationship building skills

  • Attention to detail and accuracy in all aspects of work

  • Highly organized with ability to prioritize work day

  • Exceptional oral and written communication is a must

  • Ability to multitask, manage time and efficiently work in a fast-paced environment

  • Ability to adapt to change to meet client and agency needs

  • Ability to work as part of a team and maintain healthy professional relationships with co-workers, prospects and clients

  • Comfortable with accepting positive and negative constructive feedback with the ability to make necessary changes to performance based on the feedback

  • Understanding of personal lines insurance or willingness to learn and obtain appropriate license

  • Proficient with using MS Office products (Outlook, Word and Excel)

Essential Duties/Functions:

  • Prepare quotes, binders, certificates and other commonly used documents for existing clients as requested

  • Follow up with clients to answer any questions or concerns

  • Service insurance policy renewal process for personal lines clients

  • Build and manage relationships with prospects and existing clients

  • Provide complete and accurate information when interacting with prospects and existing clients

  • Understand potential for errors or omissions and seek guidance when necessary

  • Consistently meet all personal KPI goals

  • Adhere to all agency policies and procedures

  • Keep up to date with required continued education

  • All other duties as assigned

Requirements:

  • Minimum of High School Diploma (Required)

  • 1-3 years of personal lines insurance experience (Preferred)

  • State of Massachusetts P&C License or Personal Lines License (Preferred)

  • Applied Epic and Singlepoint software experience (Preferred)



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