Client-Focused Personal Lines Account Manager

ALKEME Insurance; Gilbert (AZ); On-site; USD 55,000 - 85,000; Full time

Job summary

Insurance Brokers of Arizona in Gilbert, AZ seeks a Personal Lines Account Manager to serve clients, handle renewals, and coordinate with carriers. The role emphasizes accuracy, service quality, and growth of the personal lines book of business.

Must have college education with insurance experience or 5+ years in the field, and a valid Property Casualty Broker-Agent license. Strong written and verbal communication, attention to detail, and ability to manage complex tasks are essential.

Qualifications

• College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
• Must hold a valid Property Casualty Broker-Agent license.
• Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Knowledge of insurance products and usages.
• Knowledge of insurance markets and reference to markets.
• Ability to carry out complex tasks with many concrete and abstract variables.

Responsibilities

• Handle complex personal lines accounts.
• Process renewal and change requests with emphasis on Personal Lines Insurance Risk Management.
• Prepare review letters on an annual basis, offering recommendations based on analysis of clients' insurance needs.
• Assist clients with reporting claims.
• Maintain accurate and current detailed information in the Applied EPIC system.
• Actively solicit and process additional lines of coverage for all accounts.

Skills

Complex account handling

Renewal processing

Client communications

Insurance knowledge

Detail-oriented

System data entry

Education

College education

Job description

Insurance Brokers of Arizona in Gilbert, AZ seeks a Personal Lines Account Manager to serve clients, handle renewals, and coordinate with carriers. The role emphasizes accuracy, service quality, and growth of the personal lines book of business.

Must have college education with insurance experience or 5+ years in the field, and a valid Property Casualty Broker-Agent license. Strong written and verbal communication, attention to detail, and ability to manage complex tasks are essential.