Personal Line Account Manager - The Agency : Job Details

Summary:

The Personal Lines Account Manager is responsible for managing and servicing a portfolio of existing personal lines insurance clients. This role focuses on building strong client relationships, providing exceptional customer service, and identifying opportunities for account growth. The Account Manager will handle policy renewals, endorsements, billing inquiries, and claims assistance, while also proactively identifying cross-selling and upselling opportunities.

Essential Duties and Responsibilities:

Client Management:

• Build and maintain strong relationships with existing clients.
• Respond promptly and accurately to client inquiries regarding policies, coverage, and billing.
• Process policy renewals, endorsements, cancellations, and reinstatements.
• Handle client complaints and resolve issues efficiently and professionally.
• Conduct periodic policy reviews with clients to ensure adequate coverage.

Sales and Growth:

• Identify cross-selling and upselling opportunities within existing client accounts.
• Proactively solicit referrals from satisfied clients.
• Collaborate with producers to develop new business proposals.
• Achieve established sales and retention goals.

Policy Administration:

• Process policy changes and updates accurately and efficiently.
• Maintain detailed and organized client files and records.
• Ensure compliance with all applicable regulations and company policies.
• Utilize agency management systems and other relevant software.

Claims Assistance:

• Assist clients with the claims process, including reporting claims and providing necessary documentation.
• Follow up on claim status and communicate updates to clients.
• Work with claims adjusters to ensure timely and fair claim resolution.

Other Duties:

• Participate in team meetings and training sessions.
• Stay up-to-date on industry trends and product knowledge.
• Perform other duties as assigned.

Qualifications:

• Education: High school diploma or equivalent required; Bachelor's degree preferred.
• Experience: 3+ years of experience in personal lines insurance account management or a related field.

Licensing: Valid Property & Casualty insurance license required.

Skills:

• Excellent communication and interpersonal skills.
• Strong customer service orientation.
• Ability to build and maintain strong client relationships.
• Proficient in using agency management systems (e.g., Applied Systems, Vertafore) and other relevant software.
• Knowledge of personal lines insurance products and coverage.
• Ability to analyze client needs and recommend appropriate solutions.
• Strong organizational and time management skills.
• Detail-oriented and accurate.
• Ability to work independently and as part of a team.