Personal Insurance Account Manager

Found in: Lensa US P 2 C2 - 1 week ago

Pleasant Grove, United States The Jonus Group Full time
Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines Account Manager to join their team.

Benefits

  • Competitive salary: $55-85K
  • Comprehensive benefits package
  • Professional development opportunities and training.
  • Supportive and inclusive work environment.

Qualifications

  • Active P&C License
  • Relevant insurance certifications or licenses (if required by state regulations).
  • Previous experience in personal lines insurance, account management, or customer service.
  • Strong understanding of insurance products, coverage types, and industry practices.
  • Proficient in insurance management software and Microsoft Office Suite.

Responsibilities

  • Develop and maintain strong relationships with clients, acting as their primary point of contact for all personal insurance matters.
  • Understand clients' unique insurance needs, financial situations, and risk profiles to provide tailored recommendations.
  • Review and analyze clients' existing insurance policies to identify coverage gaps and potential areas for improvement.
  • Collaborate with clients to determine their changing insurance needs, life events, and other relevant factors.
  • Present and explain insurance coverage options to clients, offering clear explanations of benefits, limitations, and costs.
  • Advise clients on policy enhancements, endorsements, and discounts that align with their individual requirements.
  • Prepare accurate insurance quotes and proposals based on clients' needs and preferences.
  • Ensure timely delivery of quotes, addressing any client questions or concerns.
  • Facilitate the issuance of insurance policies, ensuring all necessary paperwork and documentation are completed accurately and efficiently.
  • Maintain comprehensive records of client interactions, policy changes, and communications.
  • Proactively manage policy renewals, reviewing coverage and pricing to ensure continued client satisfaction.
  • Collaborate with clients to update policy information, address changes, and recommend adjustments as needed.
  • Assist clients in reporting and navigating insurance claims, acting as a liaison between clients and insurance carriers to streamline the claims process.
  • Stay updated on industry trends, regulations, and changes in insurance products and services.
  • Continuously improve your understanding of insurance products to better serve clients' evolving needs.

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