Position Overview
We are seeking a client-focused and detail-oriented professional to join our team in a key account management role within personal insurance lines. In this position, you will serve as a trusted point of contact for clients, helping them navigate policy options, account service needs, renewals, and ongoing coverage support. The ideal candidate brings strong communication skills, a commitment to excellent service, and the ability to manage multiple priorities in a fast-paced environment.
Responsibilities
- Manage a portfolio of personal lines insurance accounts with a focus on retention, service quality, and client satisfaction.
- Respond to client inquiries regarding policy changes, coverage details, billing, claims coordination, and renewal support.
- Review existing policies and identify opportunities to strengthen coverage based on client needs.
- Prepare and process policy updates, endorsements, renewals, certificates, and related documentation accurately and efficiently.
- Maintain organized and complete account records in the agency management system.
- Work closely with carriers, underwriters, and internal team members to resolve service issues and ensure timely follow-up.
- Support remarketing efforts and assist with quotes when coverage changes or renewal review is needed.
- Proactively communicate with clients to provide updates, gather information, and ensure a smooth service experience.
- Identify cross-sell and upsell opportunities when appropriate and aligned with client needs.
- Adhere to company procedures, compliance requirements, and industry best practices.
Qualifications
- Previous experience in personal lines insurance, account management, customer service, or a related client-facing role.
- Knowledge of homeowners, auto, umbrella, and other personal insurance coverages preferred.
- Strong verbal and written communication skills with a professional and approachable style.
- Excellent organizational skills and attention to detail.
- Ability to prioritize tasks, meet deadlines, and manage multiple accounts simultaneously.
- Proficiency with agency management systems, Microsoft Office, or similar business software.
- Property and casualty license required.
- Demonstrated commitment to delivering a positive client experience.
Key Skills
- Client relationship management
- Insurance policy service and renewal support
- Problem-solving and issue resolution
- Time management and organization
- Attention to detail
- Professional communication
- Team collaboration
- Adaptability in a fast-paced environment
What We Offer
- A collaborative and supportive work environment
- Opportunities for professional growth and development
- Meaningful client interaction and relationship-building opportunities
- Competitive compensation and benefits, based on experience and qualifications
Equal Opportunity Commitment
We are committed to building a diverse and inclusive workplace. Employment decisions are made based on qualifications, merit, and business needs, without regard to protected characteristics.