Personal Lines Account Manager

Posted 11ds ago

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Job Description

Personal Lines Account Manager responsible for managing client relationships and servicing a book of business. Proactively addressing insurance inquiries in a remote capacity from Williston Park, NY.

Responsibilities:

  • Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
  • Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
  • Handle billing, service and endorsement requests and process necessary paperwork associated with requested
  • Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
  • Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
  • Maintain knowledge of all company systems and offerings

Requirements:

  • 3+ years of experience in customer service and/or sales in the p&c insurance industry
  • Strong interpersonal skills and ability to effectively communicate via phone or email
  • Superior listening skills and ability to probe customer needs and opportunities through question-based selling and retention techniques
  • Self-directed with good decision making and time management skills
  • Proficient PC skills; knowledge of insurance software including AMS360

Benefits:

  • Company Paid Life Insurance
  • Long-Term and Short-Term Disability
  • Medical, Dental, Vision and FSA/HSA plans
  • 401(k) with company match
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
  • Generous PTO
  • An awesome team of professionals!

Hilb Group

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