Personal Insurance Account Manager - Remote

Job Description

Personal Lines Account Manager

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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.

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Key Responsibilities:

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

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

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