Personal Lines Account Manager ensuring insurance needs for clients are met through relationship management. Collaborating with clients and producers to deliver outstanding service with expertise in insurance.
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
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
paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
commuter benefits
employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
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