Personal Lines Account Manager

The Jonus Group•Mount Vernon, WA

1d•$40,000 - $50,000

About The Position

Personal Lines Account Manager Job Summary Seeking a highly motivated and customer-oriented Personal Lines Account Manager to join a growing team. In this role, you will manage client accounts by providing top-tier customer service, maintaining strong relationships with clients, and ensuring their personal insurance needs are met efficiently.

Requirements

Proven experience in a customer service, account manager, or insurance-related role, preferably in personal lines insurance.
Holds an active P&C (Property and Casualty) insurance license.
Strong verbal and written communication skills with the ability to explain complex insurance concepts in a clear and understandable manner.
Excellent organizational skills and high attention to detail.
Ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment.
A collaborative mindset and ability to work effectively in a team environment.

Responsibilities

Serve as the primary point of contact for assigned personal insurance clients, providing exceptional customer service and support.
Build and maintain strong client relationships while delivering tailored insurance solutions to meet their specific needs.
Handle inquiries regarding policies, coverage options, claims, billing, and renewals professionally and efficiently.
Evaluate client insurance requirements and recommend appropriate coverage options and upgrades.
Collaborate with insurance carriers and underwriters to secure quotes, endorsements, and policy illustrations.
Conduct regular reviews of insurance policies to ensure clients have adequate protection and are aware of policy changes or upgrades.
Keep meticulous records of client interactions, policy details, and documents using the agency management system.
Proactively cross-sell and up-sell additional policies and services to existing clients to contribute to business growth.
Identify opportunities to improve operational efficiency and customer satisfaction.
Ensure compliance with all regulatory and company standards regarding insurance policies and procedures.