Personal Lines Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact and intermediary with clients

• Oversee daily servicing, renewals, and new business activities

• Proactively and efficiently manage an assigned book of business

• Leverage the India team to aid in workflow processes

• Cultivate and sustain relationships with clients, carriers, team members, the India team, and Implementation Consultants

• Oversee and manage all elements of customer service for clients

• Supervise retention efforts for the service center, non-service center, and surplus lines

• Encourage growth through account rounding and acquiring new business

• Keep client information and policies updated in the agency management system

• Provide recommendations regarding policy coverages, modifications, exclusions, and insurance needs

• Address inquiries, concerns, emails, and faxes within 48 hours and return phone calls on the same day

• Remain informed about market trends and technical knowledge of products and tools

• Recognize and communicate opportunities for efficiency improvements and revenue growth to the Manager

• Maintain a paperless workflow

• Deliver monthly summaries to agencies by the 10th of each month

• Ensure expiration lists are organized in SharePoint using the proper template and format

• Execute other responsibilities as assigned

⛳️ Requirements

• 3 to 5+ years of experience in Personal Lines Retail Insurance

• Valid Property & Casualty Insurance License

• High School Diploma or an equivalent qualification

• Minimum internet speed of 6 mbps for downloads and 3 mbps for uploads

• Wired Ethernet connection from home router to computer

• No satellite internet connection

• Exceptional organizational skills

• Highly detail-oriented

• Strong verbal and written communication abilities

• Proficient in computer, internet, and Microsoft applications

• Patience and a willingness to effectively engage with offshore (India-based) employees

🏝️ Benefits

• 100% remote work opportunity

• Culture that promotes work/life balance

• An inclusive and diverse workplace environment