Account Manager, Personal Lines
Core
Manage a book of personal lines insurance business, providing client service, renewals, and cross-sell opportunities while acting as a liaison between clients and carriers.
Role type
Account Manager (Personal Lines)
Builds
Insurance policies and client service solutions
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
client relationship management, insurance plan analysis, cross-selling, claims and billing troubleshooting, data management, report preparation
Preferred skills
entrepreneurial spirit, self-starter, industry knowledge development
Technologies
Microsoft Office Suite, automated agency management systems
Responsibilities
Facilitate positive relationships with clients and internal teams; prepare and implement account transactions and paperwork; analyze client insurance objectives and compare plans; act as liaison to resolve service issues and negotiate with underwriters; identify cross-sell and up-sell opportunities; maintain accurate account files and update computer systems; prepare reports and proposals for management; conduct client meetings.
Seniority
Mid-level, hands-on IC