About the job Personal Lines Account Manager

RRC - Ruiz Recruiting & Consulting is a specialized recruitment firm dedicated to collaborating with startups and enterprise-level companies nationwide. Our mission is to facilitate growth by identifying and attracting exceptional talent.
As the Personal Lines Account Manager, you'll be instrumental in fostering client partnerships, delivering premium solutions, and driving the business forward through growth initiatives. You'll be supporting the middle market Account Executives with the account lifecycle.
The Personal Lines Account Manager Will:

• Assist clients in the claims process and follow up to ensure timely resolution.
• Act as the primary point of contact for client inquiries, policy changes, and claims support.
• Identify opportunities for upselling or cross-selling insurance products to existing clients.
• Build and maintain strong relationships with clients, understanding their insurance needs and providing tailored solutions.
• Prepare written correspondence, reports and analysis as needed.
• Effectively manage a portfolio of clients, ensuring their insurance needs are met.
• Conduct periodic client reviews to assess their evolving needs and provide proactive solutions.
• Handle policy renewals and make necessary adjustments as needed.
• Collaborate with underwriters and other team members to ensure client satisfaction and policy accuracy.
• Maintain accurate client records and documentation: Invoicing, Binders, Policies, Endorsements, Certificates of Insurance, and Surplus Lines Compliance

Your Personal Lines Account Manager Experience:

• Minimum of 5 years of experience as an Account Manager.
• Ability to work independently and manage your workload effectively.
• Insurance experience required.
• Proficient experience with Property & Casualty (P&C) insurance.
• CA P&C License required.

RRC is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
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