Personal Lines Account Manager
Core
Provide exceptional service and professional advice to Premier Elite middle-market personal lines customers, managing renewals and identifying sales opportunities.
Role type
Personal Lines Account Manager (Premier Elite Client Advocate)
Builds
Personal lines insurance policies and coverage solutions for middle-market clients
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
Independent problem solving, ownership mindset, accurate renewal management, carrier relationship management, account rounding, state broker licensing, Sagitta/Image Right proficiency, Microsoft Office skills
Preferred skills
Bachelor's degree or equivalent experience, proven track record in personal/commercial/mixed-lines insurance
Responsibilities
Provide trusted advisory service to Premier Elite clients, manage renewal activity from start to close, deliver accurate renewal reviews, identify sales opportunities through account rounding, develop cooperative relationships with carriers, assume ownership of customer concerns until resolution
Seniority
Mid-level, independent contributor