Personal Lines Account Manager

Inszone Insurance Services; Phoenix (AZ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Life insurance

Health Savings Account

Disability insurance

Paid time off

Paid holidays

401K with company match

Employee Assistance Program

Job summary

Inszone Insurance Services is seeking a Personal Lines Account Manager for an in-office, full-time role in the Phoenix area. The position focuses on servicing and selling personal insurance, managing endorsements, renewals, and a diverse client book.

Licensing is required to perform cross-sell activities and carrier interactions. We offer a strong benefits package and a collaborative team environment, with opportunities to grow within a national independent agency network.

Qualifications

• Carrier knowledge is required.
• Able to handle renewals and re-shop as needed.
• Able to handle endorsements with carriers and review for accuracy.
• Able to work on risk control recommendations.
• Able to handle notices of cancellations and seek reinstatement.
• Able to handle other duties as needed.

Responsibilities

• Answer client questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross-sell additional lines of business to existing customers (licensed).
• Support designated sales staff.
• Follow up and see tasks through to completion.
• Document contact opportunities with accuracy.
• Act with professionalism in all cases, using a sales and service mindset.

Skills

Carrier Knowledge

Renewals / Re-shop

Endorsements handling

Risk Control recommendations

Cancellations / reinstatement

Duties as needed

Education

Insurance license

Job description

Personal Lines Insurance Account Manager

Wages And Benefits

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

This is a full-time position, in office position. Licensing and experience are required for this role. Please visit www.inszoneinsurance.com/locations for the address to this office.

Inszone Insurance Services is an independent insurance agency with more than 100 offices throughout the United States. Our firm specializes in customized insurance products for businesses and individuals. We have direct appointments with all the major insurance markets. We pride ourselves in exceeding our client’s expectations, every time. If you’re looking for a great work environment with advancement opportunities Inszone may be the place for you.

We are looking for a Personal Lines Account Manager to join our team.

The Personal Lines Account Manager supports the sale of and provides service for personal insurance customers. This role is responsible for changes, updates, and value-added services.

Responsibilities

• Answer client’s questions regarding payments and notices
• Process endorsements for clients
• Manage a diverse book of house accounts
• Cross sell additional lines of business to existing customers (Once licensed)
• Support designated sales staff
• Follow up and see tasks thru to completion
• Appropriately document contact opportunities
• Act with professionalism in all cases, using a sales and service mindset

Qualifications

• Carrier Knowledge required
• Able to handle renewals and re-shop as needed
• Able to handle endorsements with carriers and review for accuracy-purposes
• Able to work on Risk Control recommendations
• Able to work on Notice of Cancellations and seek reinstatement
• Able to handle other duties as needed

Why work for Inszone Insurance?

Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career, while contributing to company growth. We are proud to have a culture of professionalism and teamwork, that allows you to learn, grow, and more importantly enjoy what you do.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone.