Personal Insurance Account Manager

As a Personal Lines Account Manager at our insurance agency, you will serve as the main contact for our clients, ensuring their personal insurance needs are handled with the highest level of excellence. Your responsibilities will include managing client relationships, responding to inquiries, and processing policy changes. You will offer personalized assistance with policy selection, renewals, and claims while maintaining a deep understanding of our insurance products. Your expertise in personal lines insurance, attention to detail, and strong communication skills will be key to providing exceptional customer service and ensuring client satisfaction.

Responsibilities

• Contribute to the growth of Budzisz Agency by employing strategies to attract and sell insurance products to new customers.
• Respond promptly to client inquiries and provide solutions to their insurance needs.
• Assist clients with policy changes, renewals, and claims processing.
• Educate clients on insurance options and coverage to ensure they make informed decisions.
• Maintain accurate client records and documentation.
• Collaborate with underwriters and carriers to secure the best coverage for clients.
• Monitor and follow up on client accounts to ensure timely renewals.
• Develop and maintain strong relationships with clients to ensure high retention rates.
• Stay up-to-date with industry trends and product knowledge.
• Complete other duties as assigned.

Qualifications

• Proven experience as an account manager or in a similar customer service role within the insurance industry.
• In-depth knowledge of personal lines insurance products (e.g., auto, home, renters, etc.).
• Strong communication and interpersonal skills.
• Excellent organizational and multitasking abilities.
• Proficiency in insurance software and MS Office Suite.
• Ability to work independently and as part of a team.
• Licensed in Property and Casualty insurance (preferred).

Desired Attributes:

• Detail-oriented with a high level of accuracy.
• Proactive problem-solver.
• Customer-focused with a passion for delivering exceptional service.
• Strong ethical standards and integrity.

Why Join Us?

• Collaborative team atmosphere.
• Competitive salary and benefits package.
• Strong emphasis on work-life balance.
• Continuing education and professional development funded by the agency.
• Active participation in community activities.
• Onsite fitness center.

We are looking for a motivated and detail-oriented individual to join our team and contribute to our mission of delivering exceptional service. If you are a proactive communicator who thrives in a supportive and dynamic environment, we encourage you to apply.