Personal Lines Account Manager

Account Manager

A Personal Lines team is seeking an Account Manager to provide dependable, detail-oriented support for clients and their insurance needs. This position plays an important role in keeping client requests, policy documentation, and day-to-day service needs moving efficiently and accurately.

Ideal candidates will be organized, responsive, and comfortable managing multiple priorities in a fast-paced office environment.

• Provide day-to-day service and support for Personal Lines clients and assist with a variety of policy-related requests.
• Assist with customer service requests and outstanding service needs.
• Process incoming requests and respond promptly and appropriately.
• Review cancellation and non-renewal notices for accuracy and take appropriate action with priority.
• Verify mortgage change requests, correct errors, and follow up as needed.
• Support the processing of client payments and generate receipts upon request.
• Assist with correspondence, documentation, mailings, and other agency projects requiring strong organization and attention to detail.
• Provide backup support to other members of the client service team as needed.
• Maintain accuracy and efficiency while managing multiple requests and priorities.
• Perform additional duties and projects as directed by agency management.

• Collaborative Environment:
  Work as part of a team focused on providing responsive and efficient support to clients.
• Professional Development:
  Opportunities to continue developing your skills and grow professionally.
• Comprehensive Benefits:
  Health and dental insurance, life insurance, long- and short-term disability coverage, paid time off, and paid holidays.
• Additional Benefits:
  Bonus opportunities and a 401(k) with company match.

• High school diploma or equivalent.
• Strong communication and customer service skills.
• Excellent organizational skills and the ability to respond to requests effectively and efficiently.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable following detailed written and verbal instructions.
• Basic computer and keyboarding skills.
• Ability to learn and use office systems and technology.
• Professional, friendly, and effective when communicating with clients and colleagues.
• Ability to perform general office functions, including processing, sorting, filing, and preparing correspondence and mail projects.

If interested, apply, and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.