9 Jobs in Menomonie, WI
The Jonus Group, LLC is Hiring a Personal Insurance Account Manager Near Menomonie, WI
Benefits
- Competitive salary: $40-53K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
- Active P&C License
- Relevant insurance certifications or licenses (if required by state regulations).
- Previous experience in personal lines insurance, account management, or customer service.
- Strong understanding of insurance products, coverage types, and industry practices.
- Proficient in insurance management software and Microsoft Office Suite.
- Develop and maintain strong relationships with clients, acting as their primary point of contact for all personal insurance matters.
- Understand clients' unique insurance needs, financial situations, and risk profiles to provide tailored recommendations.
- Review and analyze clients' existing insurance policies to identify coverage gaps and potential areas for improvement.
- Collaborate with clients to determine their changing insurance needs, life events, and other relevant factors.
- Present and explain insurance coverage options to clients, offering clear explanations of benefits, limitations, and costs.
- Advise clients on policy enhancements, endorsements, and discounts that align with their individual requirements.
- Prepare accurate insurance quotes and proposals based on clients' needs and preferences.
- Ensure timely delivery of quotes, addressing any client questions or concerns.
- Facilitate the issuance of insurance policies, ensuring all necessary paperwork and documentation are completed accurately and efficiently.
- Maintain comprehensive records of client interactions, policy changes, and communications.
- Proactively manage policy renewals, reviewing coverage and pricing to ensure continued client satisfaction.
- Collaborate with clients to update policy information, address changes, and recommend adjustments as needed.
- Assist clients in reporting and navigating insurance claims, acting as a liaison between clients and insurance carriers to streamline the claims process.
- Stay updated on industry trends, regulations, and changes in insurance products and services.
- Continuously improve your understanding of insurance products to better serve clients' evolving needs.
Job Summary
Full Time
Business Services
$71k-95k (estimate)
06/01/2024
06/16/2024
jonusgroup.com
Wayne, PA
100 - 200
Business Services
Related Companies
The job skills required for Personal Insurance Account Manager include Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Insurance Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Insurance Account Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Insurance Account Manager positions, which can be used as a reference in future career path planning. As a Personal Insurance Account Manager, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Insurance Account Manager. You can explore the career advancement for a Personal Insurance Account Manager below and select your interested title to get hiring information.
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