Personal Lines Account Manager

The Juris Agency; Perry (GA); On-site; USD 36,000 - 50,000; Full time

Benefits offered by this job

PTO

Health insurance

Life insurance

Retirement plan

Mon-Fri schedule

Career growth opportunities

Paid holidays

Hands-on Training

Job summary

Walker Insurance Agency, Inc. in Perry, Georgia, is seeking a Personal Lines Account Manager to build long-term relationships with personal and business clients. You will assess needs, prepare proposals, and deliver friendly, accurate service.

The role emphasizes teamwork, data accuracy, renewal reviews, and prompt support for policyholders. Associates degree preferred; 1 year in customer service or sales is desirable; Microsoft Office skills required.

Qualifications

• Associates degree or equivalent financial industry experience.
• At least 1 year of customer service or sales experience, preferably in insurance/financial services.
• Excellent verbal and written communication skills for client interaction.
• Strong problem-solving abilities and de-escalation skills to handle customer concerns.
• Customer-focused attitude with attention to data accuracy.
• Proficiency with Microsoft Office and database tools.

Responsibilities

• Assess inbound prospects' personal insurance needs and provide accurate proposals.
• Generate Evidence of Insurance for personal lines clients as needed.
• Provide prompt, friendly service addressing inquiries on coverage, changes, claims, and billing.
• Review and remarket renewal policies for existing clients as needed.
• Provide accurate policy information and explain terms and coverage.
• Maintain and update client and prospect data in the agency management system.

Skills

Communication

Problem solving

Customer focus

Attention to detail

De-escalation

Customer service

Education

Associates degree

Tools

Microsoft Office Suite

Database management 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: $36,000-$50,000, based on experience

If you possess the skills to connect with people and are ready to make a positive impact, Walker Insurance Agency, Inc. is excited to meet you!

Benefits

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.