Personal Insurance Account Manager - Remote

Personal Lines Account Manager

Our client is looking for a dedicated and detail-oriented Personal Lines Account Manager to join their team. The ideal candidate will manage a diverse portfolio of personal insurance accounts, ensuring clients receive top-notch service and appropriate coverage for their individual needs.

Key Responsibilities:

• Act as the primary point of contact for personal lines clients, fostering strong relationships.
• Understand client needs and provide customized insurance solutions.
• Review and analyze client insurance policies, ensuring they are comprehensive and current.
• Assist clients with policy renewals, modifications, and claims processing.
• Conduct thorough risk assessments for clients, recommending suitable coverage options.
• Work with underwriters to secure competitive rates and optimal coverage.
• Maintain accurate records of client interactions, policy details, and communications in the agency management system.
• Prepare and present insurance proposals and renewal documents to clients.
• Collaborate with sales and service teams to identify opportunities for cross-selling and new business.
• Support and mentor junior staff when necessary.
• Stay informed about trends, regulations, and changes in personal insurance products.
• Participate in professional development opportunities and industry conferences.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field (preferred).
• Valid insurance license (Property & Casualty).
• 2+ years of experience in personal lines insurance, with a focus on account management.
• Strong knowledge of personal insurance products (auto, home, renters, etc.).
• Excellent communication and interpersonal skills.
• Proficiency in insurance software and Microsoft Office Suite.

Benefits:

• Competitive salary - $60-85k
• Comprehensive health, dental, and vision insurance.
• Retirement plan with employer contributions.
• Opportunities for professional growth and development.