Personal Lines Account Manager

Job Description

Job Description

Independent Retail Insurance Agency in Malvern, PA is seeking a dynamic and experienced Personal Insurance Account Manager or Customer Service Representative. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.

Responsibilities :

• Serve as the primary point of contact for a portfolio of personal insurance clients
• Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
• Identify new market opportunities and develop strategies to expand our customer base
• Build and maintain strong relationships with key clients, ensuring their needs are met
• Prepare and present insurance proposals and renewals to clients
• Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
• Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities

Qualifications & Experience :