Position Overview
We are seeking a detail-oriented and client-focused professional to support personal insurance accounts and deliver a positive experience for policyholders. In this role, you will manage day-to-day account servicing, assist with policy changes and renewals, and work closely with clients and carrier partners to help ensure coverage needs are handled accurately and efficiently.
Responsibilities
- Serve as a primary point of contact for personal lines clients and respond to inquiries in a timely, professional manner.
- Review coverage needs, assist with policy updates, and support the preparation of quotes, renewals, endorsements, and cancellations.
- Maintain accurate client records and ensure account documentation is organized and up to date.
- Communicate with insurance carriers to obtain information, resolve issues, and support policy processing.
- Explain policy details, billing information, and coverage options in a clear and client-friendly way.
- Follow up on outstanding items to keep accounts moving smoothly through the service process.
- Identify opportunities to improve the client experience and support retention efforts.
- Coordinate with internal team members to support efficient account servicing and problem resolution.
- Stay informed on personal lines products, carrier guidelines, and applicable industry practices.
Qualifications
- Prior experience in personal lines insurance, account management, client service, or a related role preferred.
- Strong communication and relationship-building skills.
- Excellent attention to detail and organizational abilities.
- Ability to manage multiple priorities while maintaining accuracy and professionalism.
- Comfort working with insurance systems, agency management platforms, or similar software.
- Ability to interpret policy information and explain coverage concepts clearly.
- Demonstrated commitment to providing responsive and high-quality service.
Preferred Attributes
- Proactive and solution-oriented approach to client service.
- Strong follow-through and sense of accountability.
- Ability to work both independently and collaboratively within a team.
- Flexibility and adaptability in a fast-paced environment.
What We Offer
- A supportive environment focused on client service and professional growth.
- Opportunities to expand your knowledge of personal insurance products and account management.
- A collaborative team culture that values accuracy, responsiveness, and service excellence.
Equal Opportunity Commitment
We are committed to building a diverse and inclusive workplace where all individuals are respected and supported. Employment decisions are based on qualifications, experience, and business needs.