Personal Lines Account Manager

The Jonus Group

Wilmington, NC

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JOB DETAILS

SKILLS

Analysis Skills, Business Administration, Communication Skills, Cross-Selling, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer Training, Customer/Client Research, Detail Oriented, Develop and Maintain Customers, Finance, High School Diploma, Insurance, Insurance Regulations, Insurance Underwriting, Interpersonal Skills, Management Strategy, Microsoft Office, Multitasking, Organizational Skills, Problem Solving Skills, Property and Casualty Insurance, Record Keeping, Resolve Customer Issues, Risk Management, Sales Management, Sales Prospecting, Team Player, Time Management

LOCATION

Wilmington, NC

POSTED

1 day ago

Job Description
Personal Lines Account Manager
Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join an experienced team. The ideal candidate will excel in a fast-paced environment and demonstrate exceptional interpersonal skills to ensure high-quality client service. This role involves managing personal insurance accounts, serving as the primary point of contact for clients, and fostering long-term relationships. This position is ideal for individuals passionate about helping clients protect what matters most.
Responsibilities

Act as the primary point of contact for personal lines insurance clients, addressing inquiries, concerns, and requests promptly and professionally.
Analyze client insurance needs and recommend tailored coverage solutions.
Manage policy renewals, endorsements, cancellations, and changes to maintain effective client coverage.
Educate clients on policy features, terms, and risk management strategies.
Collaborate with insurance carriers and underwriters to resolve complex coverage queries and claims.
Build and sustain strong relationships with clients, fostering trust and effective communication.
Conduct regular account reviews to identify cross-selling opportunities and recommend additional services.
Remain informed about industry developments, regulations, and new insurance products to deliver comprehensive advice.
Maintain accurate records of client interactions using a customer relationship management (CRM) system.
Engage in ongoing training and professional development programs to enhance skills and knowledge.

Qualifications/Requirements
Education & Experience:

High school diploma or equivalent required; Bachelor's degree in Business Administration, Finance, or a related field is preferred.
Proven experience in account management, client relationship management, or a related role, ideally within the insurance industry.

Skills & Competencies:

Holds an active P&C (Property and Casualty) insurance license.
Strong customer service and communication skills, with the ability to explain insurance terms in an accessible manner.
Excellent organizational and time management skills, capable of handling multiple tasks in a dynamic setting.
Proficiency with CRM software, Microsoft Office Suite, and industry-specific tools.
Analytical mindset with attention to detail and problem-solving capabilities.
Demonstrated ability to work independently as well as collaboratively in a team-oriented environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Personal Lines Account Manager

The Jonus Group

Wilmington, NC

About the Company

The Jonus Group

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