Personal Lines Account Manager

Trustomega; Reno Junction (CA); Presencial; USD 50 000 - 75 000; Tempo integral

Resumo da oferta

Trustomega is seeking a motivated, client-focused professional to join our team in a role dedicated to supporting personal insurance accounts and delivering an exceptional service experience. This position suits someone who enjoys building relationships, managing policy details with accuracy, and guiding clients through coverage options with confidence.

Responsibilities include managing a portfolio of personal lines accounts with emphasis on service and retention; assisting clients with policy

Qualificações

• Experience in personal lines insurance, account management, or customer service.
• Knowledge of auto, home, renters, and umbrella coverage.
• Strong communication and relationship-building skills.
• Attention to detail and organizational abilities.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency with agency management systems and MS Office.
• State license or ability to obtain one.

Responsabilidades

• Manage a portfolio of personal lines accounts with focus on service and retention.
• Assist clients with policy changes, billing questions, renewals, and coverage reviews.
• Prepare quotes, proposals, and policy documentation promptly.
• Submit applications to carriers and follow up on requests.
• Review coverage to identify opportunities for enhancement or cross-selling.
• Maintain accurate account records in agency management systems.
• Respond to client inquiries by phone, email, and other channels.
• Collaborate with internal teams to ensure a seamless client experience.

Conhecimentos

Personal lines insurance

Account management

Customer service

Communication

Attention to detail

Organizational skills

Multi-tasking

Ferramentas

Agency management systems

Microsoft Office

Descrição da oferta de emprego

We are seeking a motivated and client-focused professional to join our team in a role dedicated to supporting personal insurance accounts and delivering an exceptional service experience. This position is ideal for someone who enjoys building strong relationships, managing policy details with accuracy, and helping clients navigate their coverage needs with confidence.

Responsibilities

• Manage a portfolio of personal lines insurance accounts with a focus on service excellence and retention
• Assist clients with policy changes, billing questions, renewals, and coverage reviews
• Prepare quotes, proposals, and policy documentation in a timely and accurate manner
• Communicate with carriers to submit applications, follow up on requests, and resolve service issues
• Review existing coverage to identify opportunities for enhancement or cross-selling where appropriate
• Maintain accurate account records and documentation in agency management systems
• Respond promptly to client inquiries by phone, email, and other service channels
• Collaborate with internal team members to ensure a seamless client experience

Qualifications

• Experience in personal lines insurance, account management, customer service, or a related field
• Knowledge of personal insurance products such as auto, home, renters, and umbrella coverage
• Strong communication and relationship-building skills
• Excellent attention to detail and organizational abilities
• Ability to manage multiple priorities while meeting deadlines
• Proficiency with agency management systems, Microsoft Office, or similar tools
• State insurance license or the ability to obtain one may be required

Preferred Attributes

• Service-oriented mindset with a commitment to delivering a positive client experience
• Problem-solving skills and sound judgment when handling account inquiries
• Ability to work independently while contributing to a collaborative team environment
• Professional demeanor and a high level of integrity

What We Offer

• Opportunity to work in a supportive, team-focused environment
• Meaningful client interactions and a variety of account responsibilities
• Professional growth and development opportunities
• Competitive compensation and benefits, based on experience and qualifications