Personal Lines Account Manager

Our current team is looking to add a licensed Personal Lines Account Manager. This person
will work to retain personal lines clients by providing positive customer experiences. He/she
will promptly respond to customer inquiries regarding their policy and account-related
questions.

Job Duties: – Manage communication between clients and carriers – Assist producers with quotes – Process all applications, policies and endorsements for clients, review for accuracy – Keep records of customer interactions and transactions, recording details of
inquiries, complaints, and comments, as well as actions taken – Process agency bill renewals and client invoices – Cross-sell/up-sell products to existing customers – Remain current and knowledgeable on every aspect of supported product – Advise clients on their risk profile – Conduct policy reviews and recommend and adjust coverages as needed – Perform other duties as assigned

Your Qualifications: – At least five years of experience working in personal lines – Property and Casualty license – Strong familiarity with AMS360 – Exceptional communications skills, both written and verbal – Ability to work independently and as part of a team – Well organized and detail oriented – Customer focused – Possesses technical skills – Strong analytical skills with the ability to assess client risks and coverage gaps

We Offer: – Competitive salary – Hybrid work schedule – Employer sponsored health care – 401k matching – Free Parking – Paid Vacation – Paid Sick Leave – Fun working environment, birthday and holiday celebrations