Account Manager - Personal Lines

About the role

The Account Manager is responsible for providing 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.
• Obeys 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.
• A strong attention to detail.
• To be dependable, reliable, and punctual.
• To have strong call management skills, including active listening and speaking clearly.
• To possess basic computer skills, including adapting to third-party systems and software applications.
• To have prior insurance industry experience.
• To be able to work well independently and as part of a team.

Skills and Experience

• Prior experience with insurance software and related systems.
• 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.