Job Overview :
Our highly regarded Insurance Agency is seeking a Commerical Lines Account Manager. To join their dynamic and growing their team.
This is a full-time, permanent position that offers a competitive compensation package, comprehensive benefits, and the flexibility to work from home.
Key Responsibilities :
- Client Management :
- Act as the primary point of contact for personal lines clients, providing expert advice and support on insurance products and services.
- Maintain and grow relationships with existing clients through proactive communication, policy reviews, and risk assessments.
- Handle client inquiries, policy changes, endorsements, and renewals in a timely manner.
- Ensure client satisfaction by providing responsive service and solving any issues or concerns efficiently.
- Policy Management :
- Process new insurance policies, renewals, and modifications for personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance products.
- Review client coverage needs and offer appropriate solutions based on risk assessment and carrier options.
- Provide clients with quotes, coverage comparisons, and policy changes.
- Claims Support :
- Assist clients with the claims process, ensuring smooth communication between the client and the carrier.
- Follow up with clients on claim progress and ensure their needs are met throughout the claims process.
- Carrier Relations :
- Develop and maintain strong working relationships with insurance carriers to negotiate favorable terms and pricing for clients.
- Stay up to date on carrier offerings, underwriting guidelines, and market trends.
- Compliance & Documentation :
- Ensure all client files and communications are accurate, up-to-date, and comply with company and regulatory guidelines.
- Utilize agency management systems (EPIC, AMS360, etc.) to document interactions, track policy details, and manage renewals.
Qualifications :
- Education & Licensing :
- High school diploma or equivalent required; Bachelor’s degree preferred.
- P&C License required.
- Experience :
- Minimum of 2-3 years of experience in personal lines insurance or a related customer service role.
- Proficiency with agency management systems such as EPIC, AMS360, or Applied is preferred.
Benefits :
- Starting salary $75,000-$95,000 based on experience
- Health, dental, and vision insurance
- 401(k) with employer match
6 hours ago