Salary: $60K-$65K dependent upon experience
About the Company
They are a well-established independent insurance agency in business for over 60 years in Bucks County, PA.
About the Role
The Personal Lines Account Manager will assist personal insurance clients with day-to-day needs and provide them with first-class service.
Responsibilities
- Build a strong rapport with clients to maintain a book of business of approximately 450+ policyholders and approximately 1,500 policies in force
- Communicate with clients by phone, video conference, email and (occasionally) face-to-face interactions to ensure their needs are understood and addressed
- Assist clients with claims, billing questions, policy changes, and payment options
- Make coverage recommendations based on clients’ needs
- Work with producers to quote & issue new insurance policies for prospective clients in a timely manner
- Identify, create, and respond to cross-sell opportunities with existing clients
- Remarket existing clients with alternative insurance providers as needed
- Maintain thorough documentation of client interactions and set internal reminders to ensure client needs are being addressed in a timely manner
- Maintain up to date knowledge of carrier appetites and capabilities to best serve clients
Qualifications
- At least 5 years of personal lines insurance customer service preferred (applicants with a minimum of 3 years of experience will still be considered)
Required Skills
- Strong attention to detail
- Strong verbal and written communication skills
- Strong work ethic and positive attitude
- Ability to resolve practical problems as they arise in a timely manner
- Strong ethical behavior
- Ability to collaborate with personal insurance team to assist with strategic growth of department and strong retention among existing clients
- Demonstrate respect and courtesy to everyone
- Computer literacy in Windows operating system, Microsoft Office (Word, Excel, Outlook)
- Professional communication with customers, co-workers, insurance carriers, and other contacts
- Experience managing insurance policies from multiple insurance carriers
- Experience utilizing an Agency Management System to service personal insurance clients
- Experience with Applied EPIC is preferred
- Experience utilizing a comparative rating platform to procure new business quotes
- Experience with EzLynx is preferred
Required Licenses
- Current Property & Casualty Insurance license in state of residence
Preferred Designations
- Certified Insurance Service Representative (“CISR”) offered by the Risk & Insurance Education Alliance
Compensation & Benefits
- Competitive base salary and quarterly bonus opportunities for proactive new business development
- Annual bonus opportunities based on individual contributions to department growth and client retention
- 401 (k) Retirement Account
- Employee Stock Ownership Plan (“ESOP”)
- Health, dental, life and disability insurance
- Paid Time Off
- Ability to participate in company sponsored wellness initiative
