Personal Lines Account Manager
Inszone Insurance Services is an independent insurance agency with more than 100 offices throughout the United States, specializing in customized insurance products for businesses and individuals. We have direct appointments with all the major insurance markets and pride ourselves in exceeding our clients’ expectations.
About the role
The Personal Lines Account Manager supports the sale of and provides service for personal insurance customers. This role handles changes, updates, and value-added services for a diverse book of house accounts.
Responsibilities
- Answer clients’ questions regarding payments and notices
- Process endorsements for clients and review for accuracy
- Manage a diverse book of house accounts
- Cross-sell additional lines of business to existing customers (once licensed)
- Support designated sales staff
- Follow up and complete tasks through to completion
- Appropriately document contact opportunities
- Act with professionalism in all cases, using a sales and service mindset
Requirements
- Carrier knowledge required
- Able to handle renewals and re-shop as needed
- Able to handle endorsements with carriers and review for accuracy
- Able to work on Risk Control recommendations
- Able to work on Notice of Cancellations and seek reinstatement
- Able to handle other duties as needed
- Licensing and experience required
Benefits
- Health, dental, vision, and life insurance for employee and dependents, with the company currently contributing 100% towards base HMO or PPO coverage; additional options available for expanded coverage and dependent care
- Health Savings Account
- Short-Term and Long-Term disability options
- Paid time off, accrued paid sick days, and time off to devote to your favorite charity
- Paid holidays, including the day after Thanksgiving
- 401K retirement program with company contribution matching
- Access to Employee Assistance Program
Schedule
This is a full-time, in-office position.
Why work for Inszone Insurance?
Our mission is to foster the ongoing development of career-oriented professionals by providing the tools and resources necessary for growth. We offer a culture of professionalism and teamwork where you can learn, grow, and enjoy what you do. Our core values include being profitable, professional, honest, positive, collaborative, supportive, committed, and accountable.