Personal Lines Accounts Manager

Job Description

As a Personal Lines Accounts Manager, your core responsibility involves overseeing the daily management of an assigned portfolio. This includes engaging with clients, processing policy adjustments, handling renewals, managing payments, and addressing claims. You will also be responsible for identifying, assessing, and cultivating personal insurance prospects among both new and existing clients through various channels such as in-person meetings, online interactions, phone conversations, and written correspondence. The role involves operating and maintaining the agency's computer program and staying updated on industry trends to anticipate and meet client needs. Actively pursuing sales based on client needs and conducting business with a keen understanding of the company's financial implications are crucial aspects.

Qualifications

1. Possess a valid State Insurance License. 2. Demonstrate exceptional organizational, interpersonal, and communication skills, with the ability to collaborate effectively in a team setting. 3. Have prior experience in servicing personal accounts within an insurance agency. 4. Exhibit comprehensive knowledge of personal lines coverage and markets. 5. Be proficient in using a client management system; familiarity with AMS360 is preferred. 6. Possess experience with Excel and Word.

Benefits

- Medical - Dental - Vision - Life Insurance and AD&D - FSA / HSA - Accident - Critical Illness - Hospital Indemnity - Supplemental Health Insurance - EAP - Pet Insurance - 11 Paid Holidays - Flexible PTO - 401K