A Personal Lines Account Manager is responsible for maintaining solid customer relationships by handling personal lines insurance inquires and concerns with a sense or urgency and professionalism through daily interactions with customers, carriers, and fellow employees.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Tuition Reimbursement
Responsibilities
- Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, following up to ensure resolution
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
- Actively solicit increases in coverage or rounding out accounts at every service contact
- Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, as well as administrative duties such as answering phones, greeting visitors and assisting with mail.
Requirement
- Works well with other employees and is a team player with a positive attitude.
- Property & Casualty insurance license is required.
- Display leadership competencies, including ability to delegate, engage, and inspire others.
- Strong sense of urgency, attention to detail, organization, multi-tasking, and time management skills
- Technology and computer proficiency
- Ability and tact to handle difficult customer phone calls and solve complex problems without direct supervision.
- Must speak and write Spanish fluently
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