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

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

Job summary

An established industry player is seeking a skilled Personal Lines Account Manager to join their dynamic team. In this role, you will manage personal lines insurance accounts, ensuring exceptional customer service and compliance with industry regulations. The ideal candidate will have a strong background in insurance, proficient in the EPIC management system, and possess excellent communication and organizational skills. This position offers a supportive 'Family First' environment, with opportunities for professional growth and development. If you are passionate about building long-term client relationships and thrive in a collaborative setting, this is the perfect opportunity for you.

Qualifications

• Proven experience as a Personal Lines Account Manager in the insurance industry.
• Strong customer service skills with effective communication abilities.

Responsibilities

• Manage a portfolio of personal lines insurance accounts for clients.
• Conduct regular policy reviews and address client inquiries promptly.

Skills

Customer Service

Policy Management

Risk Assessment

Communication Skills

Sales Skills

Education

Bachelor's degree in Business, Finance, or Insurance

Tools

EPIC Insurance Management System

Job description

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

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

2 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

A Bit About Us

We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. This is supported by our core beliefs that help us act as voice and one vision.



Why join us?


We are a very stable company with a "Family First" environment. We have local clients to global clients and attribute our growth to our reputation of taking care of all of their insurance needs.

Job Details

Position Overview

We are seeking a skilled and experienced Personal Lines Account Manager to join our team. As a Personal Lines Account Manager, you will be responsible for providing exceptional customer service and managing a portfolio of personal lines insurance accounts for our clients. Utilizing the EPIC insurance management system, you will handle various aspects of policy management, client communication, and ensure compliance with industry regulations.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for clients, building strong relationships and understanding their insurance needs.

Conduct regular policy reviews with clients to ensure coverage adequacy and identify potential cross-selling opportunities.

Address client inquiries, concerns, and claims promptly and professionally.

Policy Management

Utilize the EPIC insurance management system to manage and maintain accurate client records, policies, and endorsements.

Process new policy applications, endorsements, and renewals efficiently.

Work closely with underwriters to negotiate terms and conditions for new policies or renewals.

Monitor policy expiration dates and initiate renewal procedures in a timely manner.

Sales and Cross-Selling

Identify opportunities to upsell or cross-sell additional insurance products based on the client's needs and risk exposure.

Collaborate with the sales team to expand the client base and achieve revenue targets.

Compliance and Documentation

Ensure adherence to all relevant insurance regulations, guidelines, and company policies.

Maintain accurate and organized documentation for all client interactions, transactions, and communications.

Risk Assessment and Analysis

Conduct thorough risk assessments to determine appropriate coverage for clients.

Analyze insurance policies and endorsements to ensure they align with client requirements.

EPIC System Utilization

Demonstrate proficiency in using the EPIC insurance management system to streamline workflows and optimize client service delivery.

Stay updated on new features and functionalities of the system and actively seek to enhance productivity.

Team Collaboration

Collaborate with other departments, such as claims, underwriting, and finance, to resolve client-related issues and improve overall service efficiency.

Qualifications And Skills

Bachelor's degree in Business, Finance, Insurance, or related field (preferred).

Proven experience as a Personal Lines Account Manager or similar role in the insurance industry.

Proficiency in using EPIC or other insurance management systems.

In-depth knowledge of personal lines insurance products, policies, and regulations.

Strong customer service skills with the ability to communicate effectively and professionally.

Excellent organizational skills with high attention to detail.

Ability to analyze insurance policies and assess risk adequately.

A proactive approach to problem-solving and a customer-focused mindset.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Human Resources Services, Technology, Information and Internet, and Hospitals and Health Care

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