Personal Lines Account Manager (Must have P&C License)

Jobot; Buffalo (NY); On-site; USD 65,000 - 75,000; Full time

Job summary

Ein etabliertes Unternehmen sucht einen Personal Lines Account Manager, der außergewöhnlichen Kundenservice bietet und ein Portfolio von Versicherungsverträgen verwaltet. In dieser Rolle nutzen Sie das EPIC-System zur Verwaltung von Policen und zur Kommunikation mit Kunden. Das Unternehmen fördert ein familiäres Arbeitsumfeld und ist bestrebt, langfristige Beziehungen zu Kunden und Mitarbeitern aufzubauen. Wenn Sie eine Leidenschaft für Kundenservice haben und in einem stabilen Unternehmen arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Erfahrung als Personal Lines Account Manager oder in einer ähnlichen Rolle.
• Kenntnisse über persönliche Versicherungsprodukte und Vorschriften.

Responsibilities

• Verwaltung von Kundenbeziehungen und Durchführung von Policenprüfungen.
• Verwendung des EPIC-Systems zur Verwaltung von Kundenunterlagen.

Skills

Kundenservice

Kommunikationsfähigkeiten

Organisation

Risikobewertung

Problem-Lösungsfähigkeiten

Education

Bachelor in Betriebswirtschaft

Bachelor in Finanzwesen

Bachelor in Versicherungswesen

Tools

EPIC

Job description

Personal Lines Account Manager (Must have P&C License)

Posted 3 days ago | Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $75,000.00/yr

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Job details

This Jobot Job is hosted by Dana Stark.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $65,000 - $75,000 per year

About Us

We strive to be the partner of choice for customers, insurance carriers, and employees, building long-term relationships based on trust. Our core beliefs guide us to act as a voice and one vision.

Why join us?

We are a stable company with a "Family First" environment. Our growth is driven by our reputation for taking care of all insurance needs, serving local to global clients.

Position Overview

We are seeking a skilled Personal Lines Account Manager to provide exceptional customer service and manage a portfolio of personal lines insurance accounts. You will use the EPIC insurance management system to handle policy management, client communication, and ensure compliance with industry regulations.

Key Responsibilities

• Client Relationship Management: Serve as the primary contact, build relationships, and understand client needs. Conduct policy reviews and address inquiries and claims.
• Policy Management: Use EPIC to manage client records, process applications, endorsements, renewals, and work with underwriters.
• Sales and Cross-Selling: Identify opportunities for upselling and cross-selling, collaborate with sales to expand the client base.
• Compliance and Documentation: Ensure adherence to regulations and maintain organized documentation.
• Risk Assessment: Conduct risk assessments and analyze policies to meet client needs.
• EPIC System Utilization: Demonstrate proficiency and stay updated on system features.
• Team Collaboration: Work with claims, underwriting, and finance departments to resolve issues.

Qualifications and Skills

• Bachelor's degree in Business, Finance, Insurance, or related field (preferred).
• Experience as a Personal Lines Account Manager or similar role.
• Proficiency in EPIC or other insurance systems.
• Knowledge of personal lines insurance products and regulations.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to analyze policies and assess risks.
• Proactive problem-solving and customer-focused approach.

Interested? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We celebrate diversity and consider all qualified candidates without regard to race, color, religion, age, sex, national origin, disability, veteran status, sexual orientation, gender identity, or expression. Background checks may be performed with your consent, in accordance with applicable laws.

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Human Resources Services, Technology, Internet, Healthcare

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