Personal Lines Account Manager

The Juris Agency; Fort Gratiot Charter Township (MI); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Office Keurig Coffee

Office Potlucks

Employee Meet-Ups

Community Involvement

Job summary

Al Bourdeau Insurance Agency in Michigan seeks a Personal Lines Account Manager to guide clients through their insurance needs with expertise and empathy. You will manage a portfolio of personal lines policies and work with clients and carriers to provide tailored coverage.

The role emphasizes excellent communication, strong organizational skills, and ongoing client relationship building with a team-oriented environment.

Qualifications

• Active Michigan Property & Casualty License.
• Proven experience in personal lines insurance, specifically with quoting and policy servicing.
• Familiarity with various insurance carriers and their underwriting guidelines.
• Excellent written and verbal communication skills.
• Strong organizational abilities and attention to detail.

Responsibilities

• Manage a portfolio of personal lines insurance policies, ensuring client satisfaction and retention.
• Process new business applications, renewals, endorsements, and cancellations accurately.
• Provide quotes from multiple carriers, explaining coverage options clearly to clients.
• Serve as the primary point of contact for client inquiries, addressing concerns promptly and professionally.
• Build and maintain strong relationships with clients, understanding their evolving needs.
• Collaborate with producers to ensure seamless client transitions and support sales efforts.
• Stay current with industry trends and product offerings to best serve our clients.

Skills

Customer service

Communication

Organization

Policy servicing

Quoting

Tools

Agency management systems

Job description

Job Description

Step into a welcoming environment at Al Bourdeau Insurance Agency, where we've been serving the Fort Gratiot Township community with dedication and care for years. We're more than just an insurance agency; we're a team passionate about providing peace of mind to our neighbors through exceptional service and tailored insurance solutions. We believe in building lasting relationships, both with our clients and within our team. As our Personal Lines Account Manager, you'll be the friendly face and trusted voice for our clients, guiding them through their insurance needs with expertise and empathy. You'll have the opportunity to make a real difference in people's lives by ensuring they have the right protection. If you're looking for a role where your commitment to service is valued and where you can grow alongside a supportive team, we invite you to explore this exciting opportunity with us.

Salary Range from $30,000 to $40,000 a year.

Benefits

• Paid Time Off (PTO)


• Health Insurance


• Dental Insurance


• Vision Insurance


• Life Insurance


• Disability Insurance


• Hands on Training


• Mon-Fri Schedule


• Career Growth Opportunities


• Retirement Plan


• Evenings Off


• Office Keurig Coffee


• Office Potlucks


• Employee Meet-Ups


• Community Involvement

Responsibilities

Manage a portfolio of personal lines insurance policies, ensuring client satisfaction and retention.

Process new business applications, renewals, endorsements, and cancellations accurately.

Provide quotes from multiple carriers, explaining coverage options clearly to clients.

Serve as the primary point of contact for client inquiries, addressing concerns promptly and professionally.

Build and maintain strong relationships with clients, understanding their evolving needs.

Collaborate with producers to ensure seamless client transitions and support sales efforts.

Stay current with industry trends and product offerings to best serve our clients.

Requirements

Active Michigan Property & Casualty License.

Proven experience in personal lines insurance, specifically with quoting and policy servicing.

Familiarity with various insurance carriers and their underwriting guidelines.

Exceptional customer service skills with a genuine desire to help clients.

Strong organizational abilities and attention to detail.

Proficiency in agency management systems and standard office software.

Excellent written and verbal communication skills.