Overview
Join our dynamic team as a Personal Lines Account Manager and become a vital part of delivering exceptional insurance solutions to our clients. In this energetic role, you will manage a diverse portfolio of personal insurance accounts, providing expert guidance and building lasting relationships with clients. Your enthusiasm for sales, combined with your comprehensive knowledge of insurance products, will drive customer satisfaction and loyalty. This position offers an exciting opportunity to leverage your customer service skills and industry expertise.
Responsibilities
- Develop and maintain strong relationships with clients through proactive communication and personalized service.
- Manage the full lifecycle of personal insurance accounts, including policy renewals, updates, cross-sell, upsell and claims support.
- Identify client needs for property casualty products and present tailored solutions to meet their unique circumstances.
- Negotiate policy terms and coverage options effectively to ensure client satisfaction while meeting company objectives.
- Utilize Applied EPIC agency management system and various carrier websites to manage daily client transactions.
- Stay informed on insurance regulations and industry trends to provide accurate advice and ensure compliance across all client interactions.
- Analyze client data to identify opportunities for cross-selling or upselling additional insurance products.
- Maintain excellent customer service standards by responding promptly to inquiries and resolving issues with professionalism.
Qualifications
- Proven experience in Property and Casualty insurance with a focus on Personal Lines products.
- Strong negotiation skills coupled with excellent communication and customer service skills.
- Michigan Property and Casualty insurance license required
- Familiarity with insurance regulation standards and compliance requirements within the industry.
- Proficiency in Microsoft Outlook and Applied EPIC agency management system
- Exceptional analysis skills to assess client needs and develop customized insurance solutions.
- Ability to work independently while collaborating effectively within a team environment.
Join us in delivering top-tier personal insurance services that protect what matters most to our clients! This role offers a vibrant environment where your sales talents and industry knowledge can flourish—empowering you to grow professionally while making a positive difference every day.
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Work Location: Hybrid remote in Royal Oak, MI 48067
