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

Jobot; Providence (RI); On-site; USD 50,000 - 70,000; Full time

Job summary

An established industry player is seeking a skilled Personal Lines Account Manager to provide exceptional service and manage insurance accounts. In this pivotal role, you will build strong client relationships, ensure compliance with regulations, and utilize the EPIC system for efficient policy management. Your expertise in personal lines insurance and proactive problem-solving will be key in identifying cross-selling opportunities and enhancing client satisfaction. If you are detail-oriented and possess strong communication skills, this opportunity offers a chance to make a significant impact in a dynamic environment.

Qualifications

• Bachelor's degree in Business, Finance, or Insurance preferred.
• Proven experience as a Personal Lines Account Manager.

Responsibilities

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

Skills

Customer Service

Communication Skills

Risk Assessment

Policy Management

Sales Skills

Problem-Solving

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)

This job description provides a comprehensive overview of the role, responsibilities, qualifications, and company background. It is well-structured with appropriate HTML tags that enhance readability. However, it contains some redundant or irrelevant content, such as repeated headers, promotional text about the company, and job alerts that are not directly related to the specific role. To improve clarity and focus, I will remove the repetitive and extraneous sections, maintaining all essential information about the position.

Below is the refined version of the job description:

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

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 to ensure coverage adequacy and identify cross-selling opportunities. Address client inquiries, concerns, and claims promptly and professionally.
• Policy Management: Utilize the EPIC system to manage client records, policies, and endorsements. Process new applications, endorsements, and renewals efficiently. Work with underwriters to negotiate terms and monitor policy expirations for timely renewals.
• Sales and Cross-Selling: Identify opportunities to upsell or cross-sell insurance products based on client needs. Collaborate with the sales team to expand the client base and meet revenue targets.
• Compliance and Documentation: Ensure adherence to insurance regulations and maintain organized documentation for all client interactions.
• Risk Assessment and Analysis: Conduct risk assessments to determine appropriate coverage. Analyze policies to ensure alignment with client requirements.
• EPIC System Utilization: Demonstrate proficiency in using the EPIC system to streamline workflows and improve service delivery. Stay updated on new features and seek productivity enhancements.
• Team Collaboration: Work with claims, underwriting, and finance departments to resolve issues and improve 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.
• Proficiency in EPIC or other insurance management systems.
• Knowledge of personal lines insurance products, policies, 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 mindset.

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