Personal Lines Account Manager

We're looking to add a ROCKSTAR to our client service team for our personal lines insurance agency. We're a small, independent insurance agency located in Victoria, MN. Role is in-person (no remote) and hours are 40 hours per week M-F 8:30am - 5pm. Key Responsibilities Client Account Management : Provide exceptional customer service by managing personal insurance accounts and responding promptly to client inquiries via phone, email or in-person. Maintain relationships with clients and ensure their insurance needs are met. Policy Servicing : Assist with policy changes, endorsements, cancellations and renewals. Ensure policies are updated accurately and in a timely manner. Documentation & Compliance : Ensure all client records, documentation, and transactions are accurately recorded and comply with regulatory requirements and internal procedures. Premium Processing : Help with billing inquiries and premium collections. Ensure all premium payments are processed and any discrepancies are resolved quickly. Renewals & Retention : Assist in the renewal process, including gathering information, processing renewals and ensuring timely follow-up with clients to maximize retention. Problem Resolution : Address and resolve customer service issues efficiently, ensuring client satisfaction while maintaining professionalism. Collaboration : Work closely with other team members to ensure clients’ needs are met and accounts are properly managed. Cross-Selling : Identify potential opportunities to cross-sell or up-sell additional personal insurance products to existing clients. Claims Support : Serve as a liaison between clients and insurance carriers for claims-related inquiries. Assist clients through the claims process, ensuring they understand their coverage and help resolve any issues that may arise. Qualifications Experience : Preferably 2+ years experience in personal lines insurance, with an emphasis on customer service or account management. Knowledge : Thorough understanding of personal insurance products, including auto, homeowners, boat and personal umbrella. Customer Service Skills : Strong communication and interpersonal skills, with the ability to build and maintain positive relationships with clients and internal teams. Attention to Detail : Highly organized with the ability to manage multiple accounts, track policy details, and ensure accuracy in all aspects of account servicing. Accuracy is the most important skill we're looking for. Problem Solving : Ability to identify and resolve customer issues promptly, with a focus on providing solutions that meet client needs. Problem solving ability is crucial to success in this position. Technology Proficiency : Familiarity with insurance software, agency management systems, and Microsoft Office Suite (Word & Outlook). Insurance License : Active Property & Casualty Insurance license (or willingness to obtain within 6 months of hire). Preferred Skills Certifications : Additional insurance-related certifications, such as CISR (Certified Insurance Service Representative) or similar, are a plus. Experience : Experience working with a variety of personal lines insurance clients. Time Management : Ability to handle multiple tasks and deadlines while maintaining high levels of accuracy. Pay will be based on relevant experience in personal lines customer service experience. Job Type: Full-time Pay: $75,000.00 - $100,000.00 per year 401(k) 401(k) matching Paid time off Experience: Insurance personal lines: 2 years (Required) #J-18808-Ljbffr Cornerstone Insurance Agency Inc