Personal Insurance Account Manager

Job Description Job Title: Personal Insurance Account Manager Job Summary Seeking a dynamic and customer-focused Personal Insurance Account Manager to manage and nurture client relationships while delivering tailored personal insurance solutions. The role requires excellent communication and interpersonal skills, a deep understanding of personal insurance products, and the ability to work both independently and collaboratively in a fast-paced environment. Responsibilities Build and maintain strong, long-lasting relationships with personal insurance clients. Consult with clients to understand their specific insurance needs and recommend appropriate coverage options. Provide exceptional customer service by responding to inquiries, addressing concerns, and resolving issues promptly. Prepare insurance quotes, review policy renewals, and process policy changes, ensuring accuracy and adherence to regulations. Educate clients on insurance terms, policy options, and risk management strategies. Collaborate with other team members to identify cross-selling opportunities and enhance client satisfaction. Keep up-to-date with industry trends, regulations, and new insurance products to provide the best solutions to clients. Maintain accurate and organized records of client interactions, policies, and transactions. Actively participate in training/development programs and team meetings to stay informed and grow professionally. Qualifications/Requirements Proven experience as an account manager or similar role, preferably in the insurance industry. Strong knowledge of personal insurance products (e.g., auto, home, renters, and umbrella policies). Exceptional verbal and written communication skills, with the ability to explain complex insurance concepts in plain language. Skilled in building trust and developing enduring relationships with a diverse client base. Detail-oriented with strong organizational and time-management skills. Proficient in using insurance management software and basic office tools (MS Office, CRM systems). Ability to work both independently and collaboratively within a team-oriented environment. Professional license (e.g., Property & Casualty License) required or ability to obtain one within a specified timeframe. Commitment to continuous learning and staying informed about industry changes. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-RM10 The Jonus Group