Growth-Focused Personal Lines Account Manager

Blissinsurance; Salem, Northern (OR, KY); Híbrido; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Growth opportunities

Competitive pay

Paid time off

Benefits package

Descripción de la vacante

Huggins Insurance Services, in partnership with Bliss Sequoia Insurance, seeks a full-time Personal Lines Account Manager to service our personal lines clients. You will manage an assigned book, support client retention, and collaborate with producers, carriers, and teammates to deliver responsive service.

The ideal candidate is organized, client-focused, and capable of handling multiple priorities while communicating professionally by phone, email, and in person.

Formación

• Active Property & Casualty insurance license required or able to obtain.
• Knowledge of personal lines property & casualty coverages and carrier requirements.
• Ability to multi-task while managing high volume of requests and deadlines.
• Strong time management, organization, prioritization and follow-through.

Responsabilidades

• Provide high level customer service and ongoing support for assigned personal lines accounts.
• Communicate professionally with clients in person, over the phone, and via email.
• Handle renewals, changes, endorsements, billing questions, cancellations and other service requests.
• Conduct annual account reviews, discuss coverage options and opportunities for requoting.
• Maintain working knowledge of personal lines products and coverage options.
• Manage multiple client requests, deadlines, renewals, and carrier follow-ups.
• Cross-sell and account-round to identify additional insurance needs.
• Assist with new client acquisition and applications with producers.
• Coordinate with carriers and underwriters on coverage and requirements.
• Maintain accurate client records in the agency management system.
• Refer clients to other departments when needed.
• Participate in training to maintain licensing and product knowledge.
• Build positive relationships across the agency team.

Conocimientos

Multitasking

Time management

Communication skills

Customer service

Attention to detail

Microsoft 365

AMS360 experience

Excel

Educación

College-level education

Herramientas

AMS360

Microsoft 365

Excel

Descripción del empleo

Huggins Insurance Services, in partnership with Bliss Sequoia Insurance, seeks a full-time Personal Lines Account Manager to service our personal lines clients. You will manage an assigned book, support client retention, and collaborate with producers, carriers, and teammates to deliver responsive service.

The ideal candidate is organized, client-focused, and capable of handling multiple priorities while communicating professionally by phone, email, and in person.