Personal Lines Account Manager

Walker Insurance Agency, Inc.; Perry (GA); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

Annual Base Salary + Bonus Opportuni­t

Paid Time Off (PTO)

Health Insurance

Life Insurance

Retirement Plan

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays (10 per yr)

Hands on Training

Job summary

Walker Insurance Agency, Inc. in Perry, Georgia is seeking a Personal Lines Account Manager who will build strong relationships with personal insurance clients and provide accurate proposals.

You will handle inquiries, renewals, and policy changes with a friendly, customer-focused approach, while maintaining data in our agency management system and delivering top-notch service in a small-town environment.

Qualifications

• Associates degree or equivalent financial industry experience required.
• At least 1 year of customer service or sales experience in insurance/financial services.
• Excellent verbal and written communication skills.
• Strong problem-solving and de-escalation abilities.
• Keen attention to detail for data entry and client records.
• Proficient with Microsoft Office Suite.

Responsibilities

• Assess inbound prospect's personal insurance needs and provide accurate proposals.
• Generate Evidence of Insurance for personal lines clients as needed.
• Provide prompt, friendly service by responding to inquiries from existing policyholders regarding coverage, options, changes, claims, rates and billing questions
• Evaluate, review, and remarket renewal policies for existing clients as needed.
• Provide accurate information to policyholders regarding policy terms and coverage.
• Manage, update and maintain accurate client and prospect data in agency management system

Skills

Customer service

Communication skills

Attention to detail

Microsoft Office

Data entry

Problem-solving

Education

Associates degree

Tools

Microsoft Office Suite

Database software

Job description

Job Description

Welcome to Walker Insurance Agency, Inc., where exceptional customer service is at the forefront of everything we do! Located in the heart of Perry, Georgia, we are proud to cultivate a warm and welcoming work environment that celebrates our small-town roots and community-driven values. As a vital part of our team, you will be stepping into the role of Personal Lines Account Manager. Here, your positive attitude and friendly demeanor will be the keys to building strong, long-term relationships with our valued business clients. We are eager to welcome passionate individuals who can aid us in delivering incredible service experiences that exceed customer expectations. This role offers the opportunity to grow both personally and professionally in a supportive and friendly setting.

Base Salary

• Base Salary: $36,000-$50,000, based on experience

Benefits

• Annual Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Health Insurance
• Life Insurance
• Retirement Plan
• Mon-Fri Schedule
• Career Growth Opportunities
• Paid Holidays (10 per yr)
• Hands on Training

Responsibilities

• Assess inbound prospect's personal insurance needs and provide accurate insurance proposals
• Generate Evidence of Insurance to all personal lines clients as needed.
• Provide prompt, accurate, friendly service by responding to inquiries from existing policyholders regarding their insurance coverage, additional coverage options, policy changes, claim submission and procedures, rates, and billing questions
• Evaluate, review, and remarket renewal policies for existing clients as needed
• Provide accurate information to policyholders regarding policy terms and coverage
• Manage, update and maintain accurate client and prospect data in agency management system

Requirements

• Education: Associates degree, preferably in business, or equivalent financial industry experience required.
• Experience: A minimum of 1 year of customer service or sales experience, preferably within the insurance or financial services industry.
• Communication Skills: Excellent verbal and written communication skills to effectively interact with clients.
• Problem-Solving: Strong problem-solving abilities and de-escalation skills to manage customer concerns.
• Customer Focus: Dedicated to providing top-notch customer service with a positive attitude.
• Attention to Detail: Keen attention to detail to ensure accuracy in data entry and client information management.
• Technical Skills: Proficient with Microsoft Office Suite and database management software.

Company Description

Founded in 1996, Walker Insurance Agency, Inc. is an independent insurance agency offering personalized insurance solutions, trusted guidance, knowledgeable agents, and unparalleled customer service and advocacy. Walker Insurance Agency represents numerous top rated insurance companies, giving us the flexibility to tailor an insurance program that fits your individual needs. Our insurance product offerings include home, life, health, auto, and business protection.