Insurance Account Representative

Personal Lines Account Manager This position is responsible for building and maintaining relationships with internal and external customers, service existing accounts, cross-selling and account rounding, and manage communications with clients and carriers according to agency policies.Position Responsibilities: Building and maintaining strong relationships with clients, understanding their insurance needs, and providing tailored solutions.Overseeing the life cycle of insurance policies, including renewals, endorsements, and claims processing.Assisting clients with inquiries, explaining policy terms, and resolving issues or concerns.Identifying opportunities to offer additional coverage or products that fit clients’ needs, thus contributing to revenue growth.Working with underwriters, claims adjusters, and other team members to ensure a smooth process for clients.Ensuring all policies and procedures comply with industry regulations and company standards.Benefits: Amazing perks and a highly competitive compensation package —including PTO, annual bonuses, hybrid schedule (2 days remote, 3 days in-office), paid insurance courses, and an employer paid benefits package.Relevant experience we’d like to hear about:Professional experience within an independent agencyExposure and experience with High Net Worth accountsProficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems such as AMS360Active Property & Casualty License

Created: 2025-01-14