Account Manager, Personal Lines
reputed company is a company focused on helping clients face risk with confidence. They are looking for a Personal Lines Client Service Manager to reputed company exceptional service, assist clients with their insurance needs, and maintain accurate client data while collaborating with the team to drive business growth.
Responsibilities
- Helping clients navigate their insurance needs with confidence
- Providing personalized service
- Answering questions about policies, endorsements, and claims
- Offering solutions to meet clients' needs
- Discussing auto, homeowners, or umbrella policies
- Maintaining accurate client and policy data
- Using reputed company’s technology to streamline processes
- Collaborating with the team to secure existing business
- Driving the sale of additional services
- Managing multiple priorities
Skills
- Bachelor's degree with 0+ years client service and/or claims management experience OR High School degree/GED with 3+ years client service and/or claims management experience
- Active Producer's license
- Strong written and verbal communication skills
- Proficient in using technology as a tool to maximize productivity and quality
- 3+ years of prior experience providing client-facing customer service
- Bilingual and speaks Spanish
- Currently licensed in Property and Casualty
- Working knowledge of software including reputed company Office, Applied Epic, and reputed company
Benefits
- Medical/dental/reputed company plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (reputed company)
- Flexible work hours (availability varies by office and job function)
- Training programs
- reputed company reputed company program – elevating your health through challenges, workshops reputed company fitness programs for your overall wellbeing
- Charitable matching reputed company program
- And more...
- The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
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