Personal account manager
Are you ready to take your career in the insurance industry to the next level? Do you have a passion for helping clients protect what matters most to them? If so, we have an exciting opportunity for you to join our team as a Personal Lines Account Manager.
Responsibilities- Manage a portfolio of personal lines insurance accounts, providing exceptional service to clients.
- Review and assess client insurance needs, recommend coverage options, and prepare quotes.
- Assist clients in claims processing, ensuring a smooth and efficient resolution.
- Stay up-to-date on industry trends and insurance products to provide informed advice.
- Build and maintain strong client relationships through regular communication.
- Minimum of 2 years of personal lines insurance experience.
- State insurance license (Property & Casualty).
- Excellent communication and interpersonal skills.
- Strong attention to detail and organizational abilities.
- Customer-centric mindset with a passion for helping others.
- Ability to work independently and as part of a team.
- Bachelor's degree in Business, Finance, or a related field.
- Experience with insurance software and CRM systems.
- Willingness to pursue professional designations (e.g., CISR, CIC).
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