Personal Lines Insurance Account Manager

Position Overview

We are seeking a dynamic and experienced Personal Lines Customer Service Representative (CSR)/Producer to join our team. The ideal candidate will be responsible for providing exceptional customer service, managing client accounts, and generating new business in personal lines insurance. This role requires strong communication skills, attention to detail, and a proactive approach to client management and sales.

Key Responsibilities

• Client Management: Maintain and enhance existing client relationships by providing personalized service and addressing their insurance needs promptly and effectively.

• New Business Development: Identify and pursue new business opportunities through referrals, networking, and marketing efforts to achieve sales targets.

• Policy Administration: Assist clients with policy inquiries, changes, and renewals. Ensure all client information is accurately recorded and updated in the system.

• Claims Assistance: Support clients in the claims process by providing guidance, documentation, and follow-up to ensure timely and satisfactory resolution.

• Quoting and Proposals: Prepare and present insurance quotes and proposals to clients. Explain coverage options and policy features to help clients make informed decisions.

• Cross-Selling: Promote additional insurance products and services to existing clients to meet their comprehensive insurance needs.

• Compliance and Documentation: Ensure all transactions and client interactions comply with company policies and regulatory requirements. Maintain accurate and organized client files and records.

• Customer Service Excellence: Provide a high level of customer service by responding to client inquiries via phone, email, and in-person meetings promptly and professionally.

• Team Collaboration: Work closely with underwriters, claims adjusters, and other team members to ensure seamless client service and support.

Qualifications

• Education: High school diploma or equivalent; associates degree in business, finance, or a related field is preferred.

• Licensing: Valid state insurance license in personal lines required.

• Experience: Minimum of 2-3 years of experience in personal lines insurance, with a proven track record in customer service and sales.

• Skills:

  • Strong interpersonal and communication skills.

  • Ability to manage multiple tasks and priorities effectively.

  • Proficiency in insurance management software and Microsoft Office Suite.

  • Detail-oriented with strong organizational skills.

  • Ability to work independently and as part of a team.

Benefits

• Competitive base salary and commission structure.

• Health, dental, and vision insurance.

• 401(k) retirement plan with company match.

• Paid time off, sick time, and holidays.

• Professional development opportunities.