Personal Lines Insurance - Account Manager

About Us

Join our dedicated team at BWO Insurance Group, a cornerstone in the independent insurance agency sector since 1985. We are deeply committed to fostering strong client relationships and delivering personalized service. Our team provides comprehensive insurance solutions to our community, driven by a commitment to integrity and care.

Insurance Personal Lines Account Manager

As a Personal Lines Account Manager within our insurance agency, you will be the primary point of contact for our clients, ensuring their personal insurance needs are met with excellence. Your role involves managing client relationships, addressing inquiries, and processing policy changes. You will provide personalized service, assisting clients with policy selection, renewals, and claims, while maintaining a thorough understanding of our insurance products.

Your expertise in personal lines insurance, attention to detail, and strong communication skills will be essential in delivering outstanding customer service and retaining client satisfaction.

Additionally, you will have the ability to set up a referral process to generate new business on an existing book of business and possess the drive to bring in your own clients.

• Serve as the main contact for clients, managing their personal insurance accounts.
• Respond promptly to client inquiries and provide solutions to their insurance needs.
• Assist clients with policy changes, renewals, and claims processing.
• Educate clients on insurance options and coverage to ensure they make informed decisions.
• Maintain accurate client records and documentation.
• Collaborate with underwriters and carriers to secure the best coverage for clients.
• Monitor and follow up on client accounts to ensure timely renewals and payments.
• Develop and maintain strong relationships with clients to ensure high retention rates.
• Stay up-to-date with industry trends and product knowledge.

• Proven experience as an account manager or in a similar customer service role within the insurance industry.
• In-depth knowledge of personal lines insurance products (e.g., auto, home, renters, etc.).
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Proficiency in insurance software and MS Office Suite.
• Ability to work independently and as part of a team.
• Licensed in Property and Casualty insurance (preferred).

• Detail-oriented with a high level of accuracy.
• Proactive problem-solver.
• Customer-focused with a passion for delivering exceptional service.
• Strong ethical standards and integrity.

• Supportive team environment.
• Opportunities for professional growth and development.
• Competitive compensation and benefits package.
• Commitment to work-life balance.

We are looking for a motivated and detail-oriented individual to join our team and contribute to our mission of delivering exceptional service. If you are a proactive communicator who thrives in a supportive and dynamic environment, we encourage you to apply.