Account Manager, Personal Lines
Core
Manage a book of personal lines insurance business, providing critical support to clients, facilitating relationships with sales/account teams, and ensuring account retention through tailored solutions.
Role type
Account Manager (Personal Lines)
Builds
Insurance policies and services for individual and small business clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
client relationship management, insurance plan analysis, cross-selling/up-selling, claims and billing troubleshooting, data management, report preparation
Preferred skills
entrepreneurial spirit, self-starter attitude, continuous learning, integrity
Technologies
Microsoft Office Suite, Outlook, automated agency management systems
Responsibilities
Prepare and implement transactions and paperwork for assigned accounts; act as liaison between clients and insurance carriers to resolve service issues; negotiate with underwriters and carriers; troubleshoot claims and billing issues; identify opportunities for cross-sell and up-sell; maintain accurate account files and update computer systems; prepare reports and proposals for management; conduct client meetings
Seniority
Mid-level, hands-on IC