Best Practices, Billing, Business Writing, Communication Skills, Cross-Selling, Customer Relations, Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Quality, Dental Insurance, Detail Oriented, Documentation, Epic Systems, Establish Priorities, Health Informatics, Health Insurance, High School Diploma, Industry/Trade Analysis, Insurance, Insurance Sales, Interpersonal Skills, Life Insurance, Microsoft Office, Multilingual, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Professional Services, Property Insurance, Quality Management, Regulations, Retirement Plan, Sales Management, Sales Prospecting, Team Player, Time Management, Up-Selling, Writing Skills
We are seeking a Licensed Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you!
Why Join Klinger Insurance Group?
At Klinger Insurance Group, weve been proudly serving our clients since 1993. As a well-established and trusted company, we offer a competitive salary, comprehensive benefits, professional growth opportunities, and a supportive work environment.
We value our team and foster a culture of collaboration, respect, and recognition. At Klinger Insurance Group, youre not just an employeeyoure part of a family that cares about your success.
Come grow with uswe love our team, and we know you will too!
Salary Range: $50000.00 - $55000.00 per year
BenefitsAnnual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Career Growth Opportunities
Health Insurance
Dental Insurance
Life Insurance
Hands on Training
Retirement Plan
Costco Membership
Bonuses Based on Performance
Job Stability in a Growing Industry
Responsibilities
- Manage a portfolio of personal lines insurance accounts, including homeowners, auto, umbrella, and other personal insurance products
- Build and maintain strong relationships with clients, insurers, and internal stakeholders
- Assess client needs and recommend appropriate coverage options
- Provide prompt, courteous, and professional service to clients, including responding to inquiries, processing policy changes, and resolving issues
- Stay current on industry trends, regulations, and best practices
- Collaborate with team members to achieve department goals and objectives
- Ensure the accuracy of client data and documentation in the agency management system
- Assist with the renewal process, including policy reviews and remarketing as needed
- Retention of existing accounts is the #1 priority: maintain consistent and quality service to customers and maintain 90% or better retention.
- Identify rounding/upsell and cross-sell opportunities and process as required.
- Renew and/or requote existing client accounts that fall within the assigned client list
- Quote, follow up, and write new business within 48 hours.
- Generate endorsements, certificates, and binders at clients' request.
- Respond to customers' billing questions, generate invoices, and assist with payments when necessary.
- Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
- Other duties as assigned.
Requirements
- Property & Casualty License is required
- Active Personal Lines Insurance License
- Proven experience as a Personal Lines Account Manager or similar role for at least 2 years
- Strong understanding of personal lines insurance products and coverage options
- Proficiency in insurance agency management systems (Applied EPIC and Microsoft Office Suite
- Excellent communication and interpersonal skills
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Detail-oriented with strong organizational, time management skills and problem-solving skills
- Client focus and has a positive mindset
- Exceed current and prospective client expectations.
- Team Player that enjoys a fast-paced environment.
- High school diploma or GED required
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- CISR, CIC or CPCU designation a plus
- Previous Experience working for an Independent Agent is a plus
- Multilingual is a plus
Skills needed:
- Excellent interpersonal skills - to ensure visitors have good first impressions and feel welcomed.
- Excellent organizational skills
- Excellent communication skills both written and oral
- Good Listening Skills
- Multitasking skills
- Time Management Skills
- Problem-Solving Skills
- Positive Attitude and High Energy
- Tech-savvy