Personal Lines Account Manager

Frey Consulting Group; Red Bank (NJ); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

National footprint

Hybrid work

Professional growth

Health benefits

Job summary

King Risk Partners seeks a Personal Lines Account Manager to manage client relationships, renewals, and policy updates. You will use CRM tools to deliver tailored insurance solutions and ensure compliance while driving cross-sell opportunities.

Join a fast-growing broker with a national footprint and a collaborative team. Expect a hybrid work setup, strong health benefits, and pathways for professional growth within the Personal Lines group.

Qualifications

• 2+ years in personal lines insurance with client management experience.
• Proficiency with CRM systems and MS Office Suite.
• Excellent interpersonal skills and ability to build trust with diverse clients.
• Ability to analyze complex insurance data to drive solutions.
• Strong multitasking and organizational abilities in a fast-paced environment.

Responsibilities

• Serve as primary contact for personal lines clients and manage accounts.
• Renew policies, ensure documentation is accurate and up to date.
• Identify cross-selling opportunities to expand coverage for clients.
• Collaborate with underwriters and client service teams to tailor solutions.
• Maintain high service standards and regulatory compliance.

Skills

Personal lines

CRM proficiency

Interpersonal skills

Data analysis

Organizational skills

Tools

CRM software

Microsoft Office

Job description

At King Risk Partners, we're not just another insurance agency—we're one of the fastest-growing brokers in the United States. With over 50 years of expertise, we're driven by a mission to provide bespoke personal lines coverage that secures the futures of our clients and their families. As a Personal Lines Account Manager, you are a key player in transforming lives by ensuring our clients receive unparalleled personalized service.

Performance Objectives

• Drive Client Satisfaction: Maintain at least a 90% client retention rate by delivering exceptional service and personalized insurance advice.
• Achieve Revenue Targets: Consistently exceed quarterly sales goals by upselling existing clients on additional coverage solutions tailored to their evolving needs.
• Optimize Policy Renewals: Efficiently process and renew 100% of assigned accounts, ensuring all documentation is accurate and updated in a timely manner.
• Identify Cross-Selling Opportunities: Proactively assess client portfolios to introduce additional life, health, or business insurance solutions resulting in a minimum 25% increase in policy uptake.
• Nurture Client Relationships: Act as the primary point of contact for your clients, building trust and loyalty through responsive, insightful communication strategies.
• Ensure Compliance: Adhere to all regulatory requirements, ensuring all documentation and processes meet the highest standards.

Join our team of enthusiastic professionals committed to excellence in the dynamic insurance sector. You will report to the Head of Personal Lines and will have access to cutting-edge CRM tools and a robust library of resources designed to support your client management efforts. Collaborate closely with knowledgeable underwriters and client service experts, ensuring holistic solutions for your clients.

Essential Qualifications

• 2+ years of experience in personal lines insurance, demonstrating a track record of successful client management.
• Proven proficiency with CRM systems and Microsoft Office Suite, with a focus on streamlined client communications.
• Exceptional interpersonal skills, capable of building trust and rapport with a culturally diverse client base.
• Ability to analyze complex insurance data to drive informed decision-making for client solutions.
• Strong organizational skills with an emphasis on multitasking and prioritizing in a fast-paced environment.

Role Selling Points

• Be part of a growing company with a national footprint and a dedicated client-first philosophy.
• Access opportunities for professional growth and advancement as part of a forward-thinking and innovative team.
• Enjoy a flexible work environment with potential for hybrid work, promoting work-life balance.
• Benefit from a competitive compensation package with performance incentives and comprehensive health benefits.

Ready to make an impact? Join King Risk Partners, where your expertise will redefine the future of personal insurance.