Account Manager Personal Lines Insurance

Blackwell Insurance Agency; United States; Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Competitive salary

Great Work Environment

Job summary

Blackwell Insurance Agency is seeking a Rockstar to manage the renewal process for Personal Lines clients. This remote position will require proficiency in handling client needs and excellent communication skills to enhance the insurance experience for clients.

The ideal candidate must possess a current P&C License and have a minimum of one year experience in servicing personal lines insurance products. Join a dedicated team passionate about community support and teamwork.

Qualifications

• Must have a current P&C License.
• Must have minimum of one year experience with personal lines insurance products.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Manage the renewal process for all Personal Lines clients.
• Provide client reviews to identify coverage opportunities.
• Handle cancellation requests and try to save clients.

Skills

Excellent communication skills

Ability to multi-task

High attention to detail

Proficiency in Microsoft Office applications

Education

Current P&C License

Minimum one year experience with personal lines insurance

Tools

Hawksoft Agency Management software

Job description

Benefits

• 401(k) matching
• Company parties
• Competitive salary
• Health insurance
• Paid time off
• Training & development
• Hourly wage plus commission
• Group Health Benefits
• Simple IRA Company Match
• Great Work Environment
• Room For Growth

Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be!

Roles & Responsibilities

• Manage the renewal process for all Personal Lines clients
• Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
• Cross-sell existing clients by converting personal lines clients to commercial lines clients
• Handle all cancellation requests that come into the office and try to save clients.
• Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
• Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
• Proactive calling on claims following our claims process
• Identifying opportunities to add value to the client experience
• Remarketing to lost clients to win them back to the agency
• Rewrite non renewals and cancellations
• Quote and write overflow of new business
• Assist with overflow on incoming calls

Requirements

• Must have a current P&C License
• Must have minimum of one year experience, servicing personal lines insurance products
• Excellent communication skills
• Ability to multi-task and high attention to detail
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Preferred

• Experience with multiple carriers
• Hawksoft Agency Management software experience

Agency Culture

We are dedicated to building a great team by having teams calls, annual in-person meetings in California, and getting involved in community events. Blackwell Insurance Agency is a member of the local Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.

This is a remote position.