Personal Insurance Relationship Manager

PRG; United States; Sur place; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

Retirement plan with employer top-ups

Opportunities for professional growth

Résumé du poste

PRG is seeking a dedicated Personal Lines Account Manager to handle a diverse portfolio of personal insurance accounts, delivering tailored coverage and superior service.

You will act as the main contact for clients, collaborate with underwriters, and support renewals, updates, and claims, while mentoring junior staff. Candidates should have a P&C license, a bachelor’s degree, 2+ years in personal lines, and strong communication skills; the role offers growth and competitive compensation.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field (preferred).
• Valid insurance license (Property & Casualty).
• 2+ years of experience in personal lines insurance, with a focus on account management.
• Strong knowledge of personal insurance products (auto, home, renters, etc.).
• Excellent communication and interpersonal skills.
• Proficiency in insurance software and Microsoft Office Suite.

Responsabilités

• Act as the primary point of contact for personal lines clients, fostering strong relationships.
• Understand client needs and provide customized insurance solutions.
• Review and analyze client insurance policies, ensuring they are comprehensive and current.
• Assist clients with policy renewals, modifications, and claims processing.
• Conduct thorough risk assessments for clients, recommending suitable coverage options.
• Work with underwriters to secure competitive rates and optimal coverage.
• Maintain accurate records of client interactions, policy details, and communications in the agency management system.
• Prepare and present insurance proposals and renewal documents to clients.
• Collaborate with sales and service teams to identify opportunities for cross-selling and new business.
• Support and mentor junior staff when necessary.
• Stay informed about trends, regulations, and changes in personal insurance products.
• Participate in professional development opportunities and industry conferences.

Connaissances

Communication skills

Interpersonal skills

Account management

Client relationship management

Formation

Bachelor’s degree in Business/Finance

Outils

Insurance software

Microsoft Office

Description du poste

PRG is seeking a dedicated Personal Lines Account Manager to handle a diverse portfolio of personal insurance accounts, delivering tailored coverage and superior service.

You will act as the main contact for clients, collaborate with underwriters, and support renewals, updates, and claims, while mentoring junior staff. Candidates should have a P&C license, a bachelor’s degree, 2+ years in personal lines, and strong communication skills; the role offers growth and competitive compensation.