Licensed Personal Lines Account Manager

Job Description

Job Description

Salary : $50,000 - $100,000

As part of our hiring process, candidates must complete the Culture Index Survey here. Here is the link : https : / / go.

cultureindex.com / p / 10202015044007mEpvbe

Are you working at an agency where you do a little (or a lot) of everything? If you didn’t have to handle every service request, could you finally earn what you are truly worth?

Are you tired of working with a team that does everything a different way?

The Phoenix Insurance is an Independent Property & Casualty Insurance Agency, who advises clients and works with top-rated insurance carriers to find options for complex risks.

As one of the largest Specialty Insurance Agencies in the US, we are known for our integrity and keen problem-solving ability.

We are a high volume, fast-paced insurance office that is looking for a results-driven Account Manager with a passion for client retention and growth.

This role requires a dynamic individual to proactively manage existing client relationships while identifying opportunities to expand the client base.

Account Manager Job Responsibilities :

• Acts as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.
• Analyzes insurance data to identify potential risk and delivers effective solutions.
• Reviews and assesses upcoming renewals, ensuring clients have the best coverage options.
• Proactively contacts clients to schedule and conduct annual review calls.
• Identifies and capitalizes on opportunities for upselling and cross-selling insurance products.
• Strengthens client relationships by providing exceptional, top-tier customer service with consistent follow-through.

Ideal candidates will possess the following :

• At least 3 years of experience in Sales and Account Management within the Property and Casualty Insurance Industry, preferably within an independent agency, or with a strong understanding of multiple carriers.
• Self-starter mentality driven to achieve goals and deliver measurable results.
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Proactive mindset with exceptional analytical and problem-solving abilities.
• Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader / Acrobat. Able to adapt and learn new, web based, computer software programs.

Familiarity with EZLynx a plus.