Personal Lines Account Manager

JL Connects; Bridgewater (MA); Hybrid; USD 45.000 - 75.000; Vollzeit

Benefits dieser Stelle

Flexible hybrid schedule

Comprehensive benefits

Paid Time Off (PTO)

Opportunities for advancement

Zusammenfassung

An established industry player is seeking a dedicated Personal Lines Account Manager to enhance client relationships and provide exceptional service in the insurance sector. This role focuses on managing Personal Lines accounts, including auto and homeowners insurance, while fostering teamwork and delivering personalized assistance. The ideal candidate will possess a P&C license and have experience in customer service, ensuring clients receive tailored policy recommendations and support throughout the claims process. Join a dynamic team that values flexibility and offers opportunities for professional growth in a rewarding environment.

Qualifikationen

• P&C Licensed with 2-3 years of experience in Personal Lines insurance.
• Strong customer service and organizational skills are essential.

Aufgaben

• Service Personal Lines clients through various communication channels.
• Write new policies and advise clients on coverage recommendations.
• Guide clients through the claims reporting process.

Kenntnisse

P&C License

Customer Service

Organizational Skills

Microsoft Office Suite

Ausbildung

2-3 years of Personal Lines insurance experience

Tools

Vertafore AMS360 Management System

Jobbeschreibung

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Role Description:

The primary responsibility of the Personal Lines Account Manager will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. The role emphasizes providing personalized assistance to clients, promoting teamwork, and delivering exceptional customer service with professionalism.

QUALIFICATIONS

• P&C Licensed
• 2-3 years of Personal Lines insurance experience preferred.
• Prior Customer Service experience required.
• Proficiency in Microsoft Office Suite.
• Exceptional organizational skills.
• Experience with Vertafore AMS360 Management System.

RESPONSIBILITIES:

• Service Personal Lines clients via calls, emails, mail, and office visits as needed.
• Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.
• Discuss and advise clients on policy coverage recommendations.
• Conduct account rounding by offering quotes for other lines of insurance to contribute to agency growth.
• Review renewal policies, make suggestions to clients, and remarket if necessary to retain business.
• Guide clients through the claims reporting process and provide assistance throughout the claim process.

PERKS:

Flexible hybrid schedule, comprehensive benefits, PTO, and opportunities for advancement!

Seniority level

Not Applicable

Employment type

Full-time

Job function

Administrative, Customer Service, and General Business

Industries

Insurance Agencies and Brokerages and Insurance