Personal Lines Account Manager

The Jonus GroupAnoka, MN
2d

About The Position

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a dynamic team. The Personal Lines Account Manager will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and cultivating strong client relationships.

Requirements

  • Proven experience as an Account Manager in the insurance industry
  • In-depth knowledge of personal insurance products (e.g., auto, home, umbrella)
  • Strong understanding of insurance policies, coverage limits, and underwriting guidelines
  • Excellent communication and interpersonal skills
  • Ability to prioritize, multitask, and work effectively in a fast-paced environment
  • Proficient in utilizing insurance agency management systems and MS Office suite
  • A valid P&C (Property and Casualty) insurance license or willingness to obtain one

Responsibilities

  • Proactively manage a portfolio of personal insurance accounts, including handling renewals, endorsements, and policy changes
  • Provide excellent customer service by addressing client inquiries and resolving any issues in a timely and professional manner
  • Analyze clients' insurance needs and recommend appropriate coverage options
  • Collaborate with insurance carriers to obtain quotes and negotiate terms on behalf of clients
  • Maintain accurate and up-to-date client records, policy documentation, and correspondence
  • Stay informed about industry trends, changes in insurance regulations, and market conditions to better serve clients
  • Assist in the development and implementation of client retention strategies and cross-selling opportunities
  • Foster strong relationships with clients, insurance carriers, and internal team members to ensure a seamless and positive client experience
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