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Personal / Commercial Lines Account Manager

Personal / Commercial Lines Account Manager

ZipRecruiterPark Ridge, IL, US
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Overview

P&C Licensed insurance agent for Personal and Commercial lines

Responsibilities

  • Responsibilities and Duties Focus on servicing new and existing business
  • Comply with insurance standards and regulations
  • Engage current clients for cross selling
  • Create Social media Posts / marketing materials
  • Assist with client presentations and proposal preparation

Benefits

  • Annual Base Salary + Commission + Bonus Opportunities
  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Mon-Fri Schedule
  • Hands on Training
  • Life Insurance
  • Career Growth Opportunities
  • Retirement Plan
  • Flexible Schedule
  • Responsibilities

  • Account Management : Oversee and manage personal and commercial lines accounts, ensuring client satisfaction and timely service delivery.
  • Client Engagement : Actively engage with clients to understand their insurance needs, providing insightful advice and solutions tailored to individual circumstances.
  • Policy Maintenance : Maintain and update client files and policies, ensuring data accuracy and compliance with company and industry standards.
  • Quote Preparation : Prepare and present insurance quotes, assisting clients in understanding coverage options and benefits.
  • Problem Resolution : Address client inquiries and resolve issues promptly,
  • Requirements

  • Insurance License and Experience : Proven experience in customer service, preferably within the insurance industry.
  • Communication Skills : Excellent verbal and written communication skills.
  • Knowledge : Strong understanding of both personal and commercial insurance lines.
  • Tech-Savvy : Proficiency in utilizing CRM software and other relevant tools. - Applied Epic a plus
  • Organizational Skills : Strong organizational and multitasking abilities.
  • Customer Focus : A sincere dedication to providing exceptional customer service and client satisfaction.
  • Education : High school diploma or equivalent is required; a bachelor's degree is .
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    Account Manager • Park Ridge, IL, US

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