Personal Insurance Account Manager

What You’ll Be Doing

Key Responsibilities:

• Prequalifies and analyzes prospects’ personal insurance needs. Recommends coverages and prepares rating quotes and proposals to sell new accounts.
• Actively solicits increases in coverage or rounding out accounts through sales to clients. Recommends excess and surplus coverages, as needed, to meet client insurance needs.
• Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs.
• At each service contact, reviews current client coverages and recommends coverage and/or market changes to ensure high quality coverage.
• Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current.
• Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers.
• Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.

What We’re Looking For

Knowledge & Skills Desired

• Strong customer service focus with a highly professional and timely manner
• In-depth knowledge of insurance products and usage
• Strong knowledge of rating procedures, coverage, and industry operations
• Excellent computer skills with working knowledge of agency management software, insurance rating software and Microsoft Office
• Must possess strong verbal and written communication and organizational skills
• Must have the ability to handle multiple and changing priorities in a fast-paced team environment
• Must possess a solid work ethic, strong attention to detail, and be a team player

Education & Experience

A Personal Lines or Property and Casualty license is required or achieved within 6 months of employment. A minimum of 3 years of experience as a personal insurance client service representative is strongly desired. A strong background in customer service-oriented roles is preferred. Bilingual ability is considered a strong plus, but not required.

What We Offer

Benefit You’ll Enjoy

• Medical/Dental/Vision
• HRA plan pays a significant portion of the medical deductible
• Flexible Spending Account
• company paid life/STD/LTD
• 401k company match
• Vacation/Sick/Floater Time Off
• Educational Support
• 4pm close on Fridays
• Monthly Office Lunches
• Additional Voluntary Benefits