Klinger Insurance Group
Personal Lines Insurance Account Manager
Job Overview
*** We are seeking a licensed Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you!
Salary Range: $47,000.00 - $50,000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Mon-Fri Schedule
Hands on Training
Life Insurance
Career Growth Opportunities
Evenings Off
Costco Membership
401K
Education Opportunities
Requirements
- Property & Casualty License is required
- Active Personal Lines Insurance License
- Proven experience as a Personal Lines Account - Manager or similar role
- Strong understanding of personal lines insurance products and coverage options
- Proficiency in insurance agency management systems and Microsoft Office Suite
- Excellent communication and interpersonal skills
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Detail-oriented with strong organizational and problem-solving skills
- Commitment to providing exceptional customer service
- Good Listening Skills
- Proficiency in Microsoft Word, Excel and Outlook
- High school diploma
- CISR, CIC or CPCU designation a plus
- Knowledge of Applied Management system (TAM) or EPIC a plus
- Previous Experience working for an - Independent Agent is a plus
- Multi-lingual is a plus
Responsibilities
- Manage a portfolio of personal lines insurance accounts, including homeowners, auto, umbrella, and other personal insurance products
- Build and maintain strong relationships with clients, insurers, and internal stakeholders
- Assess client needs and recommend appropriate coverage options
- Provide prompt, courteous, and professional service to clients, including responding to inquiries, processing policy changes, and resolving issues
- Stay current on industry trends, regulations, and best practices
- Collaborate with team members to achieve department goals and objectives
-Ensure accuracy of client data and documentation in agency management system
- Assist with renewal process, including policy reviews and remarketing as needed
- Retention of existing accounts is the #1 priority: maintain consistent and quality service to customers and maintain 90% or better retention.
- Identify rounding/upsell and cross-sell opportunities and process as required.
- Renew and/or requote existing client accounts that fall within assigned client list
- Generate endorsements, certificates, and binders at clients' request.
- Respond to customers' billing questions, generate invoices, and assist with payments when necessary.
- Ensure accurate and complete documentation in agency records.
- Other duties as assigned.