Personal Insurance Account Manager

Job Description

Personal Insurance Account Manager

Job Summary

An established insurance agency is seeking an outgoing and personable Personal Insurance Account Manager to provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service to personal lines clients. This individual will be responsible for managing all aspects of client relationships, from new business through renewals.

Responsibilities

• Manage day-to-day service and overall account management for personal lines clients.
• Quote, bind, and issue new and renewal policies accurately and efficiently.
• Negotiate with carrier underwriters to secure the most competitive rates and coverage.
• Identify opportunities to cross-sell and round out accounts.
• Maintain and strengthen client relationships through consistent, professional communication.
• Collaborate with multiple carriers and utilize various rating systems to support client needs.
  
  

Qualifications/Requirements

• Previous experience working with personal lines coverages in an agency or brokerage setting.
• Proven customer service and sales skills.
• Strong organizational skills with the ability to self-direct daily responsibilities.
• Proficient in working with multiple carrier systems and rating platforms.
• Active Property & Casualty license required.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.