Account Manager - Personal Lines

About the role

The Account Manager provides professional service and insurance solutions to new and existing clients by processing their insurance requests promptly and accurately.

Responsibilities

• Answers telephone calls from insured customers and inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
• Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
• Processes policy transactions according to company procedures.
• Fulfills all procedures as outlined in the Personal Lines Procedure Manual.
• Maintains active P & C License status and increases insurance knowledge by attending carrier meetings and continuing education classes.
• Attends internal office meetings and training as necessary.
• Affords assistance to other team members as needed.
• Handles other duties as assigned.
• Complies with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Requirements

• An active P&C license.
• Excellent oral and written communication skills.
• Strong attention to detail.
• Dependable, reliable, and punctual.
• Strong call management skills, including active listening and speaking clearly.
• Basic computer skills, including adapting to third-party systems and software applications.
• Prior insurance industry experience.
• Ability to work well independently and as part of a team.

Skills and Experience

• Previous experience with insurance software and related systems.
• Previous experience with or training in Microsoft Office products.
• Experience with agency management systems, preferably Applied Epic.
• Strong problem-solving skills.
• ACSR and/or CISR designations preferred.

What We Offer

• Excellent growth and advancement opportunities.
• Competitive pay based on experience.
• Health, vision, dental, and Employee Assistance Program.
• Paid time off to include holidays, PTO, sick leave, and bereavement.
• Profit Sharing.
• Continuing education opportunities.
• 401K & Employer Matching.
• Tuition Reimbursement.
• Paid Training Opportunities.
• Paid Parental Leave.
• Wellness Plan.
• Volunteer Opportunities.

Bonus Points

• Previous experience with insurance software and related systems.
• Previous experience with or training in Microsoft Office products.
• Experience with agency management systems, preferably Applied Epic.
• Strong problem-solving skills.
• ACSR and/or CISR designations preferred.

Pay

The good-faith compensation range for this role is expected to be $50,000 to $60,000, based on the role, market, internal equity, and candidate qualifications.

Schedule

N/A