Personal Lines Account Manager

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Direct message the job poster from JL Connects

Role Description:

The primary responsibility of the Personal Lines Account Manager will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. The role emphasizes providing personalized assistance to clients, promoting teamwork, and delivering exceptional customer service with professionalism.

QUALIFICATIONS

• P&C Licensed
• 2-3 years of Personal Lines insurance experience preferred.
• Prior Customer Service experience required.
• Proficiency in Microsoft Office Suite.
• Exceptional organizational skills.
• Experience with Vertafore AMS
  360 Management System.

RESPONSIBILITIES:

• Service Personal Lines clients via calls, emails, mail, and office visits as needed.
• Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.
• Discuss and advise clients on policy coverage recommendations.
• Conduct account rounding by offering quotes for other lines of insurance to contribute to agency growth.
• Review renewal policies, make suggestions to clients, and remarket if necessary to retain business.
• Guide clients through the claims reporting process and provide assistance throughout the claim process.

PERKS:

Flexible hybrid schedule, comprehensive benefits, PTO, and opportunities for advancement!

Not Applicable

Full-time

Administrative, Customer Service, and General Business

Insurance Agencies and Brokerages and Insurance