Account Manager - Personal Lines
$44,000–$80,000 year
On-siteCheshire, Connecticut, United States
Job Summary
Manage client relationships by serving as the primary point of contact for inquiries, providing strategic advice on coverage and risk management, and educating clients on policy exclusions. Act as a field underwriter to assess and bind coverage, prepare client proposals including loss evaluations, and facilitate prompt claim settlements. Strategically manage renewals to ensure retention, conduct thorough policy audits, and review cancellation requests while maintaining financial integrity. Quickly resolve complex service issues and adopt innovative technology to enhance client service. Requires a Property and Casualty license, 5+ years of personal lines experience, and bilingual Spanish/English skills. Salary range $44,000-$80,000.
Required Qualifications
- Property and Casualty License from state of domicile
- High School Diploma or equivalent
- Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage
- Bilingual (Spanish/English)
- Strong analytical and mathematical skills
- Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
- In-depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs
- Excellent written and verbal communications skills
- Proficient skills in Microsoft Office (primarily Excel and Word)
- Must be computer literate with the ability to learn new software applications
- Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
- Must have a valid driver's license
- The ability to travel to client sites
- A reliable source of transportation
Desired Qualifications
- Preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM)
- Four-year degree
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