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Personal Insurance Account Manager - Remote

$60k - $85k
Full-time

PRG

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.

Vacancy posted 4 days ago
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