Personal / Commercial Lines Account Manager

Job Description

Job Description

P&C Licensed insurance agent for Personal and Commercial lines

Responsibilities and Duties Focus on servicing new and existing business

Comply with insurance standards and regulations

Engage current clients for cross selling

Create Social media Posts / marketing materials

Assist with client presentations and proposal preparation

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Mon-Fri Schedule

Hands on Training

Life Insurance

Career Growth Opportunities

Retirement Plan

Flexible Schedule

Responsibilities

Account Management : Oversee and manage personal and commercial lines accounts, ensuring client satisfaction and timely service delivery.

Client Engagement : Actively engage with clients to understand their insurance needs, providing insightful advice and solutions tailored to individual circumstances.

Policy Maintenance : Maintain and update client files and policies, ensuring data accuracy and compliance with company and industry standards.

Quote Preparation : Prepare and present insurance quotes, assisting clients in understanding coverage options and benefits.

Problem Resolution : Address client inquiries and resolve issues promptly,

Requirements

Insurance License and Experience : Proven experience in customer service, preferably within the insurance industry.

Communication Skills : Excellent verbal and written communication skills.

Knowledge : Strong understanding of both personal and commercial insurance lines.

Tech-Savvy : Proficiency in utilizing CRM software and other relevant tools. - Applied Epic a plus

Organizational Skills : Strong organizational and multitasking abilities.

Customer Focus : A sincere dedication to providing exceptional customer service and client satisfaction.

Education : High school diploma or equivalent is required; a bachelor's degree is preferred.