Personal Lines Account Manager

About This Role

This role involves maintaining and growing client relationships, ensuring insurance needs are met, and providing outstanding service for personal lines accounts within a global fintech leader.

Responsibilities

• Establish and maintain strong relationships with clients, making periodic decisions on account updates and coverages
• Review exposures and current insurance programs for assigned clients
• Determine if the current carrier is the best fit for the client considering coverage, protection, and cost effectiveness
• Work with producers to develop and make decisions about plans of action and coverages for new accounts
• Provide day-to-day service, anticipate customer needs, and respond to client questions and issues in a timely manner
• Keep customers up to date on pending changes in the insurance world that may impact their coverage
• Monitor carrier activities to ensure fulfillment of responsibilities (e.g., policies & endorsements, claims handling)
• Complete account reviews

Requirements

• High school diploma or equivalent
• Maintain P&C License
• Proficient in Windows programs including Outlook, Word, and Excel

Qualifications

• High school diploma or the recognized equivalent
• 3-5 years of prior insurance industry experience preferred

Nice to Have

• 3-5 years of prior insurance industry experience

Skills

* Required skills

Benefits