Insurance Personal Lines Account Manager

Top O' Michigan Insurance Solutions - TOMIA247; Traverse City (MI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance (HSA)

401(k) Retirement Plan (With matching)

Profit Sharing

Paid Holidays

Job summary

Top O' Michigan Insurance Solutions - TOMIA247 seeks a Personal Lines Account Manager in Traverse City to join its dynamic team. The role requires managing client accounts and providing exceptional service while fostering strong relationships with clients and insurance carriers.

Ideal candidates will possess strong communication skills, a commitment to ongoing learning, and relevant licenses. The position offers a comprehensive benefits package including medical insurance, retirement plan, and education opportunities.

Qualifications

• Prior insurance experience is preferred but not required.
• Genuine willingness to learn and be coachable.
• Confident, self-starter who works well independently.

Responsibilities

• Manage renewal and new business proposal processes.
• Develop and maintain strong carrier relationships.
• Assist clients in reporting claims.

Skills

Communication skills

Customer service

Multi-tasking

Attention to detail

Education

High School Diploma or equivalent

Michigan Property & Casualty license

Tools

Microsoft Office Suite

Job description

Overview

At Spire America Holdings (Top O' Michigan Insurance Solutions and Spire Insurance), you will be part of an ambitious insurance agency with multiple locations in Michigan and continued growth. We are looking for a highly motivated individual to join our team in the Traverse City office as a Personal Lines Account Manager. This can be a high paced position so organization, attention to detail and superior customer service is a must.

We represent a premier group of insurance companies which enables you to provide multiple quotes for your clients to meet their insurance needs at a competitive price. Retain current clients by proactively recognizing client needs and providing advanced solutions. We believe that our Spire/Top O' Michigan family operates best as a team so there will also be occasional producer support duties to assist in the overall smooth operation of the personal insurance department.

Responsibilities

• Manage renewal and new business proposal processes
• Develop and maintain strong carrier relationships
• Engage clients and prospects in gathering information
• Meet new business production goals and objectives as established
• Prepare for and attend client meetings
• Assist clients in reporting claims and throughout claims process as needed
• Perform insurance policy, coverage, and exposure reviews
• Strengthen client relationships through engagement
• Identify and assist in developing cross selling opportunities
• Pursue a program for personal and professional development
• Perform projects and tasks as delegated

Knowledge, Skills & Abilities

• Prior insurance experience is preferred but not required
• Possess a genuine willingness to learn; be intuitive, resourceful and coachable
• Possess an upbeat, positive and enthusiastic attitude
• Excellent Communication/interpersonal skills
• Confident, self-starter who works well independently
• Must have ability to multi-task
• Career minded vision
• Proficient with technology and comfortable learning new software
• Microsoft Office Suite: Outlook, Word, Excel & PowerPoint

Training & Experience

• High School Diploma or equivalent
• Michigan Property & Casualty license required
• Life & Health license is preferred but not required
• Professional designations in insurance programs such as CISR, CIC, CPCU, ARM desired but not required
• Ability to work 40 hours per week

Benefits

• Medical Insurance (HSA)
• 401(k) Retirement Plan (With matching)
• Work-site Life and Disability Plans Offered
• New Business Incentives
• Profit Sharing
• PTO, Paid Holidays, Half-Day Fridays in the Summer and time off for Community Service
• Ongoing Education and Career Pathing
• Education and Accreditation Opportunities

Salary: $45000 - $55000 per year