Personal Lines Manager

Description

Key Responsibilities

• Client Management: Maintain and enhance existing client relationships by providing personalized service and addressing their insurance needs promptly and effectively.
• New Business Development: Identify and pursue new business opportunities through referrals, networking, and marketing efforts to achieve sales targets.
• Policy Administration: Assist clients with policy inquiries, changes, and renewals. Ensure all client information is accurately recorded and updated in the system.
• Claims Assistance: Support clients in the claims process by providing guidance, documentation, and follow-up to ensure timely and satisfactory resolution.
• Quoting and Proposals: Prepare and present insurance quotes and proposals to clients. Explain coverage options and policy features to help clients make informed decisions.
• Cross-Selling: Promote additional insurance products and services to existing clients to meet their comprehensive insurance needs.
• Compliance and Documentation: Ensure all transactions and client interactions comply with company policies and regulatory requirements. Maintain accurate and organized client files and records.
• Customer Service Excellence: Provide a high level of customer service by responding to client inquiries via phone, email, and in-person meetings promptly and professionally.
• Team Collaboration: Work closely with underwriters, claims adjusters, and other team members to ensure seamless client service and support.

Skills, Knowledge and Expertise

• Education: High school diploma or equivalent; associate's degree in business, finance, or a related field is preferred.
• Licensing: Valid state insurance license in personal lines required.
• Experience: Minimum of 2-3 years of experience in personal lines insurance, with a proven track record in customer service and sales.
• Strong interpersonal and communication skills.
• Ability to manage multiple tasks and priorities effectively.
• Proficiency in insurance management software and Microsoft Office Suite.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team.

Benefits

• Competitive base salary and commission structure.
• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off, sick time, and holidays.
• Professional development opportunities.