PERSONAL LINES ACCOUNT MANAGER

Job summary

Provide service to an established personal lines insurance book of business and coordinate with Account Executives on client plans and emerging issues. Communicate with policyholders, respond to requests, inform clients about products, prepare invoices and insurance forms, and collect premiums.

Job details

Position We are C.J. Campbell Insurance, and we are looking for a Personal Lines Account Manager to join our team. We are a mid-sized insurance brokerage and highly experienced group of individuals that provide our clients a relationship brokerage experience. The qualified individual will have exceptional customer service and communication skills, as well as the ability to maintain and work closely with an experienced Account Executive to grow an established book of business. Responsibilities Provide exceptional service to the existing book of business Work with Account Executives to coordinate, support plans, discuss arising issues and create comprehensive plans for existing clients Communicating with policyholders and handling all requests Informing clients about new products Preparing invoices and collecting premiums Responsible for preparation of insurance forms Specific Requirements Must have a Level 1 Insurance license Minimum 2 years insurance experience Other insurance licenses or designations will be considered an asset Solid understanding of policy wordings/coverages Must be self-motivated and able to work in a team environment Strong communications and comfortable working in a service focused environment

What you’ll do

Provide service to an established personal lines insurance book of business and coordinate with Account Executives on client plans and emerging issues. Communicate with policyholders, respond to requests, inform clients about products, prepare invoices and insurance forms, and collect premiums.

Requirements

Applicants must hold a Level 1 Insurance license and have at least two years of insurance experience, with a solid understanding of policy wordings and coverages. Strong communication and customer service skills, self-motivation, and the ability to work collaboratively are required; additional insurance licenses or designations are an asset.

Listed skills

• Customer service · Preferred
• Communication · Preferred
• Account Management · Preferred
• Client Relationship Management · Preferred
• Teamwork · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Communication
• Personal Lines Insurance
• Policy Coverage Knowledge
• Policy Wording Interpretation
• Account Management
• Client Relationship Management
• Teamwork
• Self-Motivation
• Insurance Documentation
• Premium Collection
• Invoice Preparation

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales