Personal Lines Account Manager - Client Care & Policy Pro

Job Title:
Personal Lines Account Manager
Position Overview:

We are seeking a Personal Lines Account Manager that is responsible for managing a portfolio of personal insurance clients, providing exceptional service while overseeing the day-to-day management of policies. This role includes maintaining client relationships, addressing their insurance needs, and ensuring coverage is up-to-date. The Account Manager will work closely with underwriters, carriers, and other team members to ensure the timely and accurate handling of accounts.

• Client Relationship Management
  :
  Serve as the primary point of contact for personal lines clients, ensuring excellent service by addressing inquiries, resolving issues, and responding to coverage needs.
• Policy Management
  :
  Handle policy renewals, endorsements, and changes, ensuring clients have the appropriate coverage for their homes, autos, and other personal assets.
• Claims Assistance
  :
  Support clients through the claims process by providing guidance, facilitating communication with carriers, and tracking the progress of claims.
• Quoting and Proposals
  :
  Provide accurate insurance quotes, prepare proposals, and present options to clients for new and existing accounts.
• Account Retention
  :
  Monitor client accounts for upcoming renewals, proactively addressing any concerns to ensure high retention rates.
• Compliance and Documentation
  :
  Ensure all policies and procedures comply with industry regulations and document all activities in the agency management system.
• Cross-Selling
  :
  Identify opportunities to offer additional lines of coverage, such as life, umbrella, or specialty insurance, based on client needs.

• Strong knowledge of personal lines insurance, including home, auto, umbrella, and other coverages.
• Proven experience in client account management, customer service, or insurance operations.
• Proficiency in agency management systems (e.g., EPIC, AMS
  360) and MS Office Suite.
• Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts clearly.
• Detail-oriented with strong organizational and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

• State Property & Casualty Insurance License.
• 3+ years of experience in personal lines account management.
• Experience working with multiple insurance carriers and their systems.