Account Manager

HUMMEL GROUP INC•Middlebury, IN
•Onsite

About The Position

The Personal Lines Account Manager is responsible for building and retaining strong client relationships by delivering exceptional service and support throughout the client lifecycle. This role may operate as a member of the Client Care Specialists team or collaborate closely with Account Executives or Risk Advisors, providing service and support to clients while expanding responsibilities over time.

Requirements

  • High School Diploma or equivalent required.
  • Active Property & Casualty Insurance License required and must be maintained.
  • Valid driver's license with an insurable driving record.
  • Property & Casualty License required.

Nice To Haves

  • Previous insurance, customer service, or account management experience preferred.
  • CISR, CISR Elite, or pursuit of an industry designation preferred.

Responsibilities

  • Serves as a primary point of contact for personal lines clients, providing prompt, professional, and caring service.
  • Creates a positive client experience during every interaction.
  • Welcomes and assists clients who visit the office and willingly handles incoming client calls.
  • Manages client relationships independently and collaboratively with Risk Advisors and/or Account Executives.
  • Reviews client accounts during interactions to ensure coverage remains current and appropriate.
  • Assists clients with policy changes, billing inquiries, coverage questions, and other service requests.
  • Effectively explains policy provisions, coverages, exclusions, and insurance concepts to clients.
  • Obtains quotes for new and existing personal lines coverages.
  • Meets or exceeds agency turnaround-time standards for client requests and policy servicing.
  • Identifies potential gaps in coverage, exposures to loss, and opportunities to improve client protection.
  • Serves as a backup to sales and claims staff, as needed.
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