Personal Lines Account Manager

Job Description

Job Description

Account Manager:  Job Description

In this role, you will build and maintain relationships with clients, explain coverage differences, make coverage recommendations, provide insurance solutions, and meet clients needs.

Responsibilities:

·         Build and maintain client relationships

·         Acts as first point of contact for customer requests

·         Be able to explain the coverage differences between policies, and help make recommendations

·         Manage policy renewals, requotes, what-if’s, and coverage reviews

·         Round out accounts by offering other lines of business

·         Communicate with clients, carriers, and co-workers

To Be Successful:

·         Have a professional character and integrity

·         Good communication skills

·         Detailed oriented

·         A desire to continue to grow

·         Be proactive

·         Stay up to date with industry trends

·         Ability and willingness to work cooperatively with co-workers

What to Expect:

·         Competitive wages

·         Excellent markets

·         Experienced and knowledgeable team members

·         Professional environment

·         Agency management system

·         Flexibility and work/life balance

·         Training and opportunity for professional growth

·         Responsive management and decision making

Benefits (some are after 1 year) :

·         Group life

·         ICHRA (up to $400/month)

·         401k:  100% match up to 6% of salary

·         HSA Contribution

·         PTO

·         Paid holidays

·         13 hours of Flex time (per quarter)

·         4 weeks of paid Parental Leave

·         Sick time

·         Bereavement Leave

·         Incentive bonuses

·         Continuing education assistance