What are the responsibilities and job description for the Personal Lines Insurance Account Manager position at CPS, Inc.?
Job Title: Personal Lines Insurance Account Manager
Location: Wyoma, MA (In office)
Department: Personal Lines Insurance
Job Overview: We are seeking an experienced Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts and providing exceptional client service. You will work closely with clients to ensure their coverage meets their evolving needs.
Key Responsibilities:
Location: Wyoma, MA (In office)
Department: Personal Lines Insurance
Job Overview: We are seeking an experienced Personal Lines Account Manager. In this role, you will be responsible for managing a portfolio of personal insurance accounts and providing exceptional client service. You will work closely with clients to ensure their coverage meets their evolving needs.
Key Responsibilities:
- Manage a portfolio of personal lines insurance accounts, including auto, home, and renters insurance policies.
- Serve as the primary point of contact for clients, answering inquiries and providing advice on coverage options.
- Review and assess clients’ current insurance policies, suggesting coverage adjustments as needed.
- Prepare, present, and explain insurance quotes, policy changes, and renewals to clients.
- Ensure accurate policy issuance, endorsements, and timely claims processing.
- Maintain strong relationships with clients to encourage retention and satisfaction.
- Identify opportunities for cross-selling and upselling additional personal insurance products based on client needs.
- Property & Casualty License
- Strong knowledge of personal insurance policies, coverage, and industry regulations.
- Excellent communication and customer service skills.
- Ability to manage multiple accounts and prioritize effectively.
- Health, dental, and vision insurance
- 401(k) plan with employer match
- Growth opportunities for career advancement within the company
- Work life balance, paid time off and holidays
Salary : $60,000 - $75,000