What are the responsibilities and job description for the Personal Lines Insurance Account Manager position at Bethany Insurance Agency?
Work Schedule:
- 100% onsite for the first 90 days, hybrid schedule after 90 days.
- Monday through Friday, 8:30 am - 5:30 pm
- Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remote
Job Summary:
The Personal Lines Account Manager is responsible for pulling and providing insurance quotes to clients, working with individual clients to determine their insurance needs, and managing the client accounts on a daily basis. This is a relationship-focused position, and the person must have superb communication and interpersonal skills. A valid state license in property and casualty is required.
Responsibilities and Duties:
- Help clients understand and determine their individual insurance coverage needs.
- Oversee and manage client accounts, including policy changes, applications, and claims.
- Ensure maximum client retention and generation through relationship building.
- Market new service offerings.
- Researching all the available policy options for the client.
- Thoroughly researching and analyzing insurance policies.
- Arranging insurance policies in an understandable fashion.
- Occasionally working with Underwriters to adopt policies.
- Communicating with Insurance Adjusters about the life cycle of each claim.
- Developing marketing strategies on how to attract new accounts.
- Promoting new insurance policies to existing customers.
- Participating in continuing education programs in insurance.
- Maintaining a good relationship with insurance carriers and general agencies.
- Ensuring that insurance rules are being followed.
Qualifications and Skills:
- Minimum one year of experience in the personal lines insurance industry.
- Account management experience.
- Valid California State Property and Casualty License.
- In-depth knowledge of insurance products.
- Excellent communication and interpersonal skills.
- Excellent customer service skills.
- Thorough and keen attention to detail.
- Must be a team player.
- Ability to remain calm under pressure and deal with a large workload.
- Ability to use the software utilized within the company.
Job Type: Full-time
Pay: $70,000.00 - $100,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Supplemental Pay:
- Commission pay
License/Certification:
- State Property and Casualty License (Required)
Work Location: Hybrid remote in San Dimas, CA 91773
Salary : $70,000 - $100,000