Personal Lines Account Manager maintaining and growing relationships with clients in the insurance industry. Requires insurance experience and proficiency in windows programs for effective service delivery.
Responsibilities
Establish & maintain a strong relationship and make periodic decisions on account updates and coverages
Review exposures and current insurance program for assigned clients
Determine if current carrier is the best fit for the client taking coverage, protection, and cost effectiveness into consideration
Work with producers with the development and decisions about plans of action and coverages for new accounts
Provide day-to-day service, anticipate customer’s needs, and respond to client questions and issues in a timely manner
Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
Monitor carrier activities to make sure that they are fulfilling their responsibilities to the customer (i.e.: policies & endorsements quoted & accurately issued on a timely basis, claims being handled properly & on a timely and accurate basis)
Complete account reviews
Requirements
3-5 years of prior insurance industry experience preferred
High school diploma or the recognized equivalent, required
Maintain P&C License, required
Proficient in the use of Windows programs including Outlook, Word and Excel
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
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