Personal Lines Account Manager (J Williams Insurance - Solex Client)

Personal Insurance Account Manager

Job description:

Growing independent insurance agency is looking for the right person to join our team in a Personal Lines Account Manager position. Candidate should have prior insurance agency or company experience and prior customer service experience and must be proficient in Microsoft online platforms including word and excel. Candidate must also be comfortable interacting with clients, carrier underwriters, and carrier marketing representatives.

Responsibilities include:

• Work directly with customers to review and analyze appropriate insurance coverages, and recommendations.
• Handle policy renewals, change requests, inquiries, and other daily customer needs.
• Develop insurance renewal strategies and initiate marketing process directly with carriers.
• Collaborate with agency team members to ensure client satisfaction and team success.
• Recommend and quote additional coverages and/or policies.

The position includes quoting and processing new and renewal business, and all aspects of personal lines account managing. We are looking for a team member who will be committed to providing the highest level of service with the goal of exceeding customer expectations.

Job Type: Full-time

Benefits:

• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance

Experience:

• Insurance: 2 years (Required)
• Insurance Account Managing: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)
• or
• Personal Lines License (Required)

Work Location: In person

Solex HRC, is an equal opportunity employer. Solex HRC, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information, or any other basis protected by law.