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Account Manager, Personal Lines
OneDigitalAccount Manager servicing existing clients and developing new client relationships in insurance. Building strong relationships while ensuring client success and satisfaction.
About the role
Key responsibilities & impact- Build Strong relationships with clients to maintain existing business and to acquire new accounts by consistently providing prompt, accurate, and courteous service
- Process New and Renewal business, endorsement requests, proofs of insurance, and review policies and endorsements for accuracy and relevance
- Correspond in a professional manner with insurance companies and clients to update, obtain or verify necessary information for account servicing
- Accurately answer client questions about their insurance coverages and needs
- Accurately answer insurance company underwriting questions about client accounts
- Assist with Claims processing when applicable
- Assist with Marketing when applicable
- Keep informed about new coverages and products
- Handle tasks in a manner which comply with the agency’s quality control standards
- Continue to look for opportunities to make new sales and cross sell when in contact with clients
Requirements
What you’ll need- A current Property and Casualty Insurance License is preferred
- A high school diploma, two years of college or two years of experience in the insurance industry is preferred
- Experience with Microsoft Office products including Outlook, Word, Excel and Teams
- Strong respect for confidentiality and attention to detail
- Strong Time Management skills
- Excellent written and oral communication skills
- Ability to understand and analyze insurance coverages, forms and policies
Benefits
Comp & perks- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per company policy
- employee perks and discounts
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance coveragesclaims processingpolicy reviewendorsement processingaccount servicingcross sellingsalesunderwriting analysisattention to detailconfidentiality
Soft Skills
client relationship managementprofessional communicationtime managementcustomer servicecourtesyaccuracyproblem solvingadaptabilitysales skillsteam collaboration
Certifications
Property and Casualty Insurance License