Insurance - Personal Lines Account Manager

The Juris Agency; Elmore Park (TN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Christmas Bonus

5 Paid Sick Days

Paid Holidays

Professional Work Environment

Retirement Benefits - Retirement Plan

Equipment Provided

Office Snacks and Coffee

Long-Term Disability Insurance

Short-Term Disability Insurance

Licensing assistance available

Monthly bonus opportunity

Business casual attire

Home/Work life balance

Casual Friday's

Job summary

Kellon Insurance Agency in Bartlett, TN is seeking a goal-oriented, self-motivated Full-Time Licensed Personal Lines Account Manager to grow with us. You will interact with clients to determine insurance needs, prepare quotes, and help them choose policies that best fit their situation.

We are a close-knit office with a team approach, offering a base salary plus a monthly bonus for new business, 8:30 to 4:30, Mon-Fri, with PTO and opportunities for career growth.

Qualifications

• 2+ years of independent insurance experience managing personal lines.
• Active Property and Casualty license preferred.
• Experience with AMS360 or similar agency management system.
• Proficiency with MS Office (Word, Excel, Outlook).
• Strong verbal and written communication skills.
• Ability to multi-task and follow-through.

Responsibilities

• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Prepare timely and complete insurance quotes for customers.
• Round out accounts by offering additional personal lines coverages.
• Conduct regular account reviews to improve retention.
• Follow up with customers to ensure satisfaction, respond to queries, and solve or refer problems.
• Ethical conduct at all times.

Skills

Client relationships

Insurance quoting

Cross-selling

Multi-tasking

Communication skills

Tools

AMS360

Microsoft Office

Job description

Job Description

Grow with us! Base Salary plus a monthly bonus program for new business! Kellon Insurance AgencyinBartlett, TN,is looking for agoal-oriented,self-motivatedperson with adesire to growto help us sell ouramazinginsurance products and services as a Full-Time Licensed Personal Lines Account Manager. We are aclose-knitoffice where wework together as a teamto create the best possible experience for each of our clients. You will beinteracting with clients to determine their insurance needs and find the policy that will best benefit them whilefollowing uptoensure satisfaction. We are a small office and get along well with others and show our appreciation in any way we can. Our work hours are 8:30 to 4:30 with 1 hour for lunch.

Benefits

• Paid Time Off (PTO)
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Christmas Bonus
• 5 Paid Sick Days
• Paid Holidays
• Professional Work Environment
• Retirement Benefits - Retirement Plan with Company Match
• Equipment Provided
• Office Snacks and Coffee
• Long-Term Disability Insurance
• Short-Term Disability Insurance
• licensing assistance available
• monthly bonus opportunity
• Business casual attire
• Home/Work life balance
• Casual Friday's

Responsibilities

• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Prepare timely and complete insurance quotes for customers.
• Round out accounts by offering additional personal lines coverages.
• Conduct regular account reviews to improve retention.
• Follow up with customers to ensure satisfaction, respond to queries, and solve or refer problems.
• Ethical conduct at all times.

Requirements

• 2+ years of independent insurance industry experience related to managing personal lines accounts.
• Active Property and Casualty license preferred.
• Experience with Agency Management Systems such AMS360 or similar software.
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook).
• Professional verbal and written communication skills.
• Proficiency to multi-task, follow-thru and follow-up.