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Job Description
As a Personal Lines Account Manager, you will be responsible for providing personalized insurance solutions to individual clients.
You will serve as the primary point of contact for clients, ensuring their insurance needs are met, policies are accurately maintained, and providing exceptional customer service.
Key Responsibilities :
Client Relationship Management :
Develop and maintain strong relationships with individual insurance clients.
Understand client insurance needs and provide tailored solutions.
Serve as the main point of contact for client inquiries, policy updates, and claims assistance.
Policy Management :
Manage and update personal insurance policies accurately and efficiently.
Review policy coverage to ensure it aligns with clients' needs and preferences.
Assist clients in understanding policy terms, coverage options, and deductibles.
Renewals and New Business :
Facilitate the renewal process for existing clients, including reviewing policy terms and making adjustments as needed.
Identify opportunities for upselling or cross-selling additional insurance products.
Assist in generating new business through referrals and networking efforts.
Claims Assistance :
Coordinate with clients and insurance carriers to process and manage claims promptly.
Provide guidance and support to clients throughout the claims process.
Work closely with claims adjusters to ensure timely resolution of claims.
Documentation and Compliance :
Maintain accurate client records and documentation.
Ensure compliance with industry regulations and internal policies.
Stay informed about changes in insurance laws and regulations that may affect clients.
Communication and Collaboration :
Communicate effectively with clients, insurance carriers, and internal stakeholders.
Collaborate with underwriters and other team members to provide comprehensive insurance solutions.
Participate in team meetings and training sessions to enhance knowledge and skills.
Qualifications :
Bachelor's degree in Business Administration, Finance, or related field preferred.
Previous experience in personal insurance or account management role preferred.
Strong understanding of personal insurance products and coverages.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational and time management abilities.
Proficiency in insurance software and Microsoft Office Suite.
Ability to work independently and as part of a team in a fast-paced environment.
Relevant insurance certifications (e.g., CISR, CPIA) a plus.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status.
We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to [email protected]
Full Time
Business Services
$101k-137k (estimate)
04/26/2024
06/25/2024
ultimatestaffing.com
ORANGE, CA
500 - 1,000
2012
ADAM ROTH
<$5M
Business Services
Ultimate Staffing provides administrative, clerical, customer service and light industrial staffing services on a project or full-time basis. We are the preeminent staffing services company, recognized as a creative industry leader, equally fulfilling the diverse needs of our customers, Ambassadors and coworkers.
The job skills required for Personal Lines Account Manager include Account Management, Initiative, Time Management, Microsoft Office, Collaboration, Networking, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Lines Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Lines Account Manager positions, which can be used as a reference in future career path planning. As a Personal Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Manager. You can explore the career advancement for a Personal Lines Account Manager below and select your interested title to get hiring information.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Personal Lines Account Manager job description and responsibilities
Manage the relationship with the client
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Offered the product with good sense of benefits
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Personal Lines Account Manager jobs
Personal Services refers to buildings used to sell services rather than physical goods.
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Personal lines account managers are responsible for reviewing insurance applications to ensure that all questions have been answered.
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