Personal Lines Account Manager

Job Overview

We are seeking a dynamic and detail-oriented Personal Lines Account Manager to join our team. In this vital role, you will serve as the primary point of contact for clients managing their personal insurance portfolios. Your expertise will ensure clients receive tailored coverage solutions, exceptional service, and ongoing support to meet their evolving needs. This position offers an exciting opportunity to work in a fast-paced environment where your proactive approach and industry knowledge will drive client satisfaction and retention.

Responsibilities

• Manage a portfolio of personal insurance accounts, including auto, home, and umbrella policies, ensuring clients’ coverage needs are met effectively.
• Develop and maintain strong client relationships through regular communication, policy reviews, and personalized service.
• Assist clients with policy changes, claims processing, and billing inquiries to deliver seamless support.
• Collaborate with underwriters and insurance carriers to secure competitive quotes and optimal coverage options.
• Educate clients on policy details, industry regulations, and risk management strategies to foster informed decision-making.
• Prepare detailed proposals, coverage summaries, and documentation using spreadsheets and financial software tools.
• Stay updated on industry trends, regulatory changes, and compliance standards such as GAAP (Generally Accepted Accounting Principles) and financial regulations affecting personal insurance.

Requirements

• Proven experience in client communication within the insurance or financial services industry.
• Strong proficiency in Microsoft Office applications, especially Excel spreadsheets for data analysis and reporting.
• Knowledge of financial model development, auditing processes, and tax accounting principles related to insurance products.
• Familiarity with financial software platforms used for policy management and regulatory compliance tracking.
• Excellent analysis skills to assess client needs and develop tailored insurance solutions.
• Ability to manage multiple projects efficiently through effective project management techniques.
• Industry knowledge of financial regulations including GAAP standards and compliance requirements for personal insurance operations.

Join us to make a meaningful impact by providing exceptional service that helps clients protect what matters most! Your expertise will be instrumental in fostering trust, delivering innovative solutions, and supporting our commitment to excellence in personal insurance management.

Pay: $55,065.62 - $66,315.59 per year

Work Location: Hybrid remote in Cordova, TN 38018

Salary : $55,066 - $66,316