Personal Lines Account Manager - Hybrid

The Jonus Group•Cockeysville, MD

9d•Hybrid

About The Position

Seeking a detail-oriented and customer-focused Personal Lines Account Manager . In this role, you will be responsible for managing a portfolio of personal insurance accounts, delivering exceptional service to clients, and nurturing long-lasting relationships. By understanding client needs, you will work to provide tailored insurance solutions and ensure client satisfaction.

Requirements

Proven experience as an Account Manager or similar role in the insurance industry, preferably in personal lines.
In-depth understanding of personal insurance products, policies, and regulations.
Holds an active P&C (Property and Casualty) insurance license.
Strong customer service skills with the ability to build rapport and maintain long-term client relationships.
Excellent communication and interpersonal skills, with the ability to explain complex insurance concepts in a clear and concise manner.
High attention to detail and strong organizational skills to manage multiple tasks and deadlines efficiently.
Ability to work collaboratively in a team environment while also working independently.

Nice To Haves

Proficiency with insurance agency management systems or CRM tools is highly preferred.
Bachelor's degree or equivalent work experience in business, finance, or a related field is preferred but not required.

Responsibilities

Serve as the primary point of contact for a designated portfolio of personal insurance clients, including homeowners, auto, renters, and other personal lines.
Build and maintain strong relationships with clients by providing top-tier customer service and anticipating their needs.
Develop tailored insurance solutions by evaluating individual client risks and recommending the most suitable coverage options.
Manage and process policy changes, renewals, endorsements, and cancellations in a timely and accurate manner.
Collaborate with the underwriting and sales teams to ensure smooth communication and client satisfaction.
Educate clients on coverage options, identify areas of improvement, and offer recommendations to mitigate risks.
Handle incoming inquiries related to claims, billing, and general questions, resolving issues efficiently.
Remain knowledgeable of industry trends, regulations, and new insurance products to better serve clients.
Proactively identify cross-sell and upsell opportunities to enhance the client experience and contribute to company growth.
Assist in planning and executing client engagement events to cultivate positive and meaningful client experiences.
Maintain accurate, up-to-date client records in the company's management system.