Personal Insurance Account Manager

The Jonus Group

Job Description

Personal Insurance Account Manager
Job Summary

A Personal Insurance Account Manager is needed to manage a portfolio of personal insurance accounts, cultivate strong client relationships, and provide customized insurance solutions. This role requires a candidate who is organized, detail-oriented, and capable of thriving in a fast-paced environment.
Responsibilities

Act as the primary contact for personal insurance clients, addressing inquiries and resolving concerns promptly and effectively.
Evaluate client needs and recommend tailored insurance policies aligned with their goals and circumstances.
Handle renewals, endorsements, cancellations, and policy changes efficiently.
Educate clients on coverage options, policy limits, and exclusions to ensure informed decision-making.
Build and maintain strong, long-term client relationships through exceptional customer service and consistent communication.
Identify and pursue opportunities for cross-selling and upselling additional products.
Collaborate with insurance carriers to negotiate terms, premiums, and other policy features on behalf of clients.
Maintain accurate and organized client records while ensuring compliance with company standards and regulations.
Stay informed about industry trends, products, and regulations to enhance client support and maintain a competitive edge.

Qualifications/Requirements

Experience as an Account Manager in personal insurance or a related field.
Valid insurance license(s) as required by local/state regulations or willingness to obtain licensure within an established timeframe.
Knowledge of personal insurance products, such as auto, homeowner's, renter's, and related policies.
Strong interpersonal and client service skills, with the ability to build rapport and earn trust.
Excellent organizational and multitasking abilities with a focus on detail.
Strong problem-solving and decision-making skills, particularly in time-sensitive situations.
Effective verbal and written communication abilities.
Familiarity with insurance management systems and related technologies is advantageous.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Vacancy posted 4 days ago

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