Personal Lines Account Manager

📋 Description

• Oversee and manage a portfolio of personal lines accounts, ensuring precise coverage and timely renewals.

• Handle endorsements, policy modifications, billing inquiries, and coverage updates with meticulous attention to detail.

• Perform proactive policy evaluations to uncover coverage gaps and opportunities for account rounding.

• Prepare renewal proposals and re-market accounts as needed to guarantee competitive coverage and pricing.

• Deliver prompt, solution-focused customer support through phone, email, and face-to-face interactions.

• Ensure accurate documentation within the agency management system while complying with guidelines.

• Collaborate with producers and team members to enhance client retention, cross-selling initiatives, and overall client satisfaction.

⛳️ Requirements

• At least 2 years of experience in Personal Insurance Account Management is essential.

• Candidates must reside in the New England region or be within a two-hour commute from Oxford, CT.

• Possess strong professionalism and ethical standards.

• Demonstrate consistent follow-through on deadlines, meetings, and client commitments.

• Enjoy assisting clients and cultivating enduring relationships.

• Capable of providing creative and innovative solutions.

• Actively engaged in civic or professional associations.

• Strong communicator who knows how to align agency resources with client needs.

• Detail-oriented and accountable.

• Values community involvement and long-term client relationships.

🏝️ Benefits

• Group health coverage.

• Retirement plan with company matching.

• 401(k).

• Dental insurance.

• Health insurance.

• Vision insurance.

• Paid time off.