Job description

Job Title: Personal Insurance Account Manager Job Summary Seeking a dedicated and experienced Commercial and/or Personal Insurance Account Manager to manage relationships with clients. The role involves addressing personal insurance needs with exceptional service and tailored solutions. This position focuses on building trust, delivering high-quality service, and providing personalized insurance recommendations aligned with clients' unique needs. Responsibilities • Act as the primary contact for Personal & Commercial Lines clients, offering expert guidance on insurance products. • Manage client accounts, ensuring timely policy renewals, endorsements, and updates. • Develop customized insurance solutions to meet individual client needs, identifying opportunities to enhance coverage. • Build and maintain strong relationships with clients, delivering exceptional service. • Respond to inquiries about insurance coverage, claims, billing, and policy changes promptly and accurately. • Collaborate with internal teams such as underwriters, sales, and claims departments to ensure seamless service delivery. • Maintain accurate documentation of client interactions and account activities in compliance with company standards. • Stay informed about industry trends, products, and regulatory requirements to provide clients with relevant advice. • Identify and proactively resolve client issues that may impact satisfaction. Qualifications/Requirements • Experience as an Account Manager or similar role in the insurance industry, particularly in personal & commercial lines insurance. • Comprehensive knowledge of personal insurance products, coverage options, and relevant regulations. • Strong interpersonal and communication skills with the ability to build trust and engage with clients at all levels. • Highly organized and detail-oriented, with the ability to manage multiple client accounts and priorities. • Experience with client relationship management (CRM) software and other relevant tools. • Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions. • A strong focus on providing excellent customer service. • Possession of insurance-related professional designations (e.g., CPCU, CISR) is a plus. • High school diploma or equivalent required; Bachelor's degree in Business, Insurance, or a related field preferred. • Licensure in personal insurance (state-specific requirements may apply) or willingness to obtain licensure promptly following hire. Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-BJ1

Requirements

Must-haves

Job Title: Personal Insurance Account Manager
Act as the primary contact for Personal & Commercial Lines clients, offering expert guidance on insurance products.
Manage client accounts, ensuring timely policy renewals, endorsements, and updates.
Develop customized insurance solutions to meet individual client needs, identifying opportunities to enhance coverage.
Build and maintain strong relationships with clients, delivering exceptional service.
Respond to inquiries about insurance coverage, claims, billing, and policy changes promptly and accurately.
Collaborate with internal teams such as underwriters, sales, and claims departments to ensure seamless service delivery.
Maintain accurate documentation of client interactions and account activities in compliance with company standards.
Stay informed about industry trends, products, and regulatory requirements to provide clients with relevant advice.
Identify and proactively resolve client issues that may impact satisfaction.
Qualifications/Requirements
Experience as an Account Manager or similar role in the insurance industry, particularly in personal & commercial lines insurance.
Comprehensive knowledge of personal insurance products, coverage options, and relevant regulations.
Strong interpersonal and communication skills with the ability to build trust and engage with clients at all levels.
Highly organized and detail-oriented, with the ability to manage multiple client accounts and priorities.
Experience with client relationship management (CRM) software and other relevant tools.
Problem-solving and critical-thinking skills to assess client needs and recommend suitable solutions.
A strong focus on providing excellent customer service.
Licensure in personal insurance (state-specific requirements may apply) or willingness to obtain licensure promptly following hire.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Nice-to-haves

Possession of insurance-related professional designations (e.g., CPCU, CISR) is a plus.
High school diploma or equivalent required; Bachelor's degree in Business, Insurance, or a related field preferred.

Application prep

Use the role’s language and application details while tailoring your materials.

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