Personal Lines Insurance Account Manager: Client Care & Growth

McDaniel Insurance; Shelbyville (KY); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Team environment

Advancement opportunities

Paid time off

Training & development

401(k) matching

Profit sharing

Job summary

McDaniel Insurance Agency is seeking a dependable Personal Lines Insurance Account Manager to service an existing client book and identify opportunities to improve coverage and strengthen relationships.

The ideal candidate is organized, professional, and comfortable communicating with clients and carriers to explain options, endorsements, renewals, and billing questions while maintaining accurate records in the agency system.

Qualifications

• Previous insurance, customer service, or account management experience preferred.
• Property & Casualty license preferred; willingness to obtain a license may be considered.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple responsibilities and meet deadlines.
• Comfortable learning and using insurance agency management systems and other technology.
• Positive attitude and willingness to work as part of a team.
• Ability to handle confidential client information professionally.

Responsibilities

• Provide exceptional service to personal lines clients by phone, email, and in person.
• Manage policies including homeowners, auto, umbrella, recreational vehicle, and other personal insurance products.
• Process policy changes, endorsements, renewals, cancellations, and other service requests.
• Review renewals and coverage.
• Obtain quotes and remarket accounts when appropriate.
• Explain coverage, deductibles, premiums, and policy options clearly to clients.
• Assist clients with billing, claims questions, and general policy concerns.
• Communicate with insurance carriers regarding underwriting and policy servicing.
• Maintain accurate client and policy information in the agency management system.
• Document client communications and follow up on outstanding items.
• Identify cross-selling opportunities and refer additional insurance needs when appropriate.
• Build long-term relationships by providing responsive, friendly, and professional service.
• Follow agency procedures and applicable insurance regulations.

Skills

Insurance knowledge

Customer service

Account management

Relationship building

Communication skills

Attention to detail

Time management

Technology literacy

Team player

Education

Property & Casualty license preferred

Tools

Insurance agency management system

Job description

McDaniel Insurance Agency is seeking a dependable Personal Lines Insurance Account Manager to service an existing client book and identify opportunities to improve coverage and strengthen relationships.

The ideal candidate is organized, professional, and comfortable communicating with clients and carriers to explain options, endorsements, renewals, and billing questions while maintaining accurate records in the agency system.