Personal Lines Account Manager

Bing Recruitment

Job Description

Independent Retail Insurance Agency near Buffalo that has been in business for 3 generations is seeking a dynamic and experienced Personal Insurance Account Manager or Customer Service Representative. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.

Responsibilities:

Serve as the primary point of contact for a portfolio of personal insurance clients
Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
Identify new market opportunities and develop strategies to expand our customer base
Build and maintain strong relationships with key clients, ensuring their needs are met
Prepare and present insurance proposals and renewals to clients
Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities

Qualifications & Experience:

Current property and casualty license
3 or more years of experience preferred in personal insurance
Experience with standard market and high net worth personal lines home, auto, umbrella coverages
Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
Detail-oriented with strong analytical and problem-solving abilities
Organizational skills with the ability to prioritize tasks effectively
Experience with multiple insurance carriers preferred
Role is onsite
AMS 360 experience preferred

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Vacancy posted 4 days ago

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