What are the responsibilities and job description for the Personal Insurance Lines CSR position at KIRK MILLER INSURANCE AGENCY, INC.?
Personal Lines Account Manager Job Description
Qualifications
- Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role or CSR
- Proven track record of client relationship management and retention
- Strong knowledge of personal lines insurance products and coverage options
- Excellent communication and interpersonal skills
- Detail-oriented with strong organizational and time management abilities
- Proficient in insurance management software and Microsoft Office Suite
- Ability to work independently and as part of a team
- Sales-oriented mindset with the ability to identify and capitalize on opportunities
Benefits
- Competitive Hourly Wage, plus potential for Bonus and Commission Pay.
Responsibilities
- The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention
- Client Service and Relationship Management
- Sales and Cross-Selling
- Build and maintain strong relationships with clients
- Respond promptly to client inquiries and provide expert advice on insurance products
- Conduct regular client reviews to ensure coverage meets their evolving needs
- Handle new business, renewals, and policy changes efficiently
- Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance
- Process policy endorsements, cancellations, and reinstatements
- Ensure all documentation and client records are accurately maintained in the system
- Provide quotes and assist clients in selecting appropriate coverage
- Achieve sales targets and contribute to the growth of the personal lines book of business
- Work as a team