Senior Personal Lines Account Manager | Hybrid & Growth

Choice Financial Group; Wilmington (DE); Hybride; USD 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

Hybrid schedule

Medical/dental/vision insurance

401(k) with company match

Company-paid life insurance

Disability insurance

Paid time off and company holidays

Employee Assistance Program (EAP)

Gym membership reimbursement

Employee referral program

Ongoing professional development and增长

Résumé du poste

Choice Insurance Agency is seeking a Senior Personal Lines Account Manager to manage an established book of business and serve as a trusted advisor to our clients. You will partner with carrier partners and support staff to drive retention, satisfaction, and growth.

The successful candidate will inherit a portfolio of personal lines accounts and work with leadership to deliver coverage solutions while mentoring less experienced team members.

Qualifications

• Active Property & Casualty License.
• Minimum of 5 years of personal lines insurance account management experience.
• Strong knowledge of homeowners, auto, renters, umbrella, and related personal lines products.
• Excellent customer service and relationship management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience using insurance agency management systems and MS Office.
• Strong organizational skills and attention to detail.

Responsabilités

• Serve as the primary relationship manager for an established portfolio of personal lines clients.
• Conduct comprehensive policy reviews and recommend appropriate coverage solutions.
• Process renewals, endorsements, policy changes, and cancellations.
• Identify opportunities to cross-sell and round out accounts based on client needs.
• Contribute to client retention and agency growth initiatives.
• Maintain accurate client records and documentation within agency management systems.
• Stay informed regarding carrier products, market trends, and regulatory changes.

Connaissances

Client relationship management

Communication skills

Customer service

Multi-tasking

Formation

Bachelor’s degree in business or related field

Outils

Applied Epic

Microsoft Office

Description du poste

Choice Insurance Agency is seeking a Senior Personal Lines Account Manager to manage an established book of business and serve as a trusted advisor to our clients. You will partner with carrier partners and support staff to drive retention, satisfaction, and growth.

The successful candidate will inherit a portfolio of personal lines accounts and work with leadership to deliver coverage solutions while mentoring less experienced team members.