Personal Lines Account Manager at Jobot
San Luis Obispo, CA 93401
About the Job
This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $65,000 - $75,000 per year
A bit about us:
We are one of the largest independent insurance agencies in California. We provide all lines of insurance to a group of clients throughout the U.S.
Why join us?
As one of California’s largest and fastest growing independent insurance agencies, we are committed to be on the leading edge of insurance in the state. Whether it’s through training, securing unique lines of coverage or developing new resources, we are dedicated to be at the forefront to make a difference for our clients.
Job Details
The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. This role involves providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.
Key Responsibilities:
Client Service and Relationship Management:
Build and maintain strong relationships with clients.
Respond promptly to client inquiries and provide expert advice on insurance products.
Address client concerns and resolve issues in a timely and efficient manner.
Conduct regular client reviews to ensure coverage meets their evolving needs.
Policy Management:
Handle new business, renewals, and policy changes efficiently.
Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance.
Process policy endorsements, cancellations, and reinstatements.
Ensure all documentation and client records are accurately maintained in the system.
Sales and Cross-Selling:
Identify opportunities for cross-selling and up-selling additional insurance products and services.
Provide quotes and assist clients in selecting appropriate coverage.
Achieve sales targets and contribute to the growth of the personal lines book of business.
Claims Assistance:
Assist clients with the claims process, providing guidance and support from initial filing to resolution.
Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.
Compliance and Risk Management:
Stay current on industry trends, insurance regulations, and company policies.
Ensure all activities are conducted in compliance with insurance laws and ethical standards.
Conduct risk assessments and provide recommendations to clients to minimize potential losses.
Team Collaboration:
Work closely with other account managers, producers, and support staff to ensure a seamless client experience.
Participate in team meetings and contribute to the development of best practices.
Qualifications:
Education:
High school diploma or equivalent; Bachelor’s degree preferred.
Relevant insurance certifications (e.g., CISR, CIC) are a plus.
Experience:
Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
Proven track record of client relationship management and retention.
Skills:
Strong knowledge of personal lines insurance products and coverage options.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational and time management abilities.
Proficient in insurance management software and Microsoft Office Suite.
Ability to work independently and as part of a team.
Sales-oriented mindset with the ability to identify and capitalize on opportunities.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $65,000 - $75,000 per year
A bit about us:
We are one of the largest independent insurance agencies in California. We provide all lines of insurance to a group of clients throughout the U.S.
Why join us?
As one of California’s largest and fastest growing independent insurance agencies, we are committed to be on the leading edge of insurance in the state. Whether it’s through training, securing unique lines of coverage or developing new resources, we are dedicated to be at the forefront to make a difference for our clients.
Job Details
The Personal Lines Account Manager will be responsible for managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. This role involves providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.
Key Responsibilities:
Client Service and Relationship Management:
Build and maintain strong relationships with clients.
Respond promptly to client inquiries and provide expert advice on insurance products.
Address client concerns and resolve issues in a timely and efficient manner.
Conduct regular client reviews to ensure coverage meets their evolving needs.
Policy Management:
Handle new business, renewals, and policy changes efficiently.
Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance.
Process policy endorsements, cancellations, and reinstatements.
Ensure all documentation and client records are accurately maintained in the system.
Sales and Cross-Selling:
Identify opportunities for cross-selling and up-selling additional insurance products and services.
Provide quotes and assist clients in selecting appropriate coverage.
Achieve sales targets and contribute to the growth of the personal lines book of business.
Claims Assistance:
Assist clients with the claims process, providing guidance and support from initial filing to resolution.
Liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.
Compliance and Risk Management:
Stay current on industry trends, insurance regulations, and company policies.
Ensure all activities are conducted in compliance with insurance laws and ethical standards.
Conduct risk assessments and provide recommendations to clients to minimize potential losses.
Team Collaboration:
Work closely with other account managers, producers, and support staff to ensure a seamless client experience.
Participate in team meetings and contribute to the development of best practices.
Qualifications:
Education:
High school diploma or equivalent; Bachelor’s degree preferred.
Relevant insurance certifications (e.g., CISR, CIC) are a plus.
Experience:
Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
Proven track record of client relationship management and retention.
Skills:
Strong knowledge of personal lines insurance products and coverage options.
Excellent communication and interpersonal skills.
Detail-oriented with strong organizational and time management abilities.
Proficient in insurance management software and Microsoft Office Suite.
Ability to work independently and as part of a team.
Sales-oriented mindset with the ability to identify and capitalize on opportunities.
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
65,000 - 75,000 /year
