Personal Insurance Account Manager
Core
Managing assigned personal lines insurance accounts, ensuring client retention, and delivering day-to-day service while acting with independent discretion.
Role type
Account Manager (Personal Lines)
Builds
Client retention and new business development within assigned insurance books
Domain
Insurance brokerage / Personal Lines
Deliverable
client delivery
Required skills
Insurance account management, policy interpretation, claims and billing troubleshooting, client relationship management, data accuracy in agency systems, cross-selling identification
Preferred skills
Agency/brokerage experience, industry continuing education
Technologies
Automated agency management systems, Microsoft Office
Responsibilities
Manage a book of insurance business with independent decision-making authority, troubleshoot claims and billing issues, act as liaison between clients and carriers to resolve complex service issues, develop new business from existing accounts and leads, prepare reports for management, conduct client meetings, document conversations and update internal systems
Seniority
Mid-level, hands-on IC