HYBIRD – Personal Lines Account Manager Position Available In Montgomery, Alabama

Job Description:

Join a successful and growing company!

This Jobot Job is hostedby:

Jonathan Santo Are you a fit? Easy Apply now by clicking the”Apply Now” button and sending us your resume.

Salary:

$50,000 -$60,000 per year A bit about us: For decades, our agency has been atrusted partner in providing comprehensive insurance and riskmanagement solutions for both individuals and businesses. With along-standing presence in the Southeast, we pride ourselves ondelivering personalized service, expert guidance, and dependablecoverage tailored to meet the unique needs of our clients. Ouragency serves as a single, streamlined point of contact for allyour insurance needs, offering a full range of personal andcommercial insurance products. From home, auto, and life coverageto tailored business policies and risk management strategies, weare committed to protecting what matters most. Built on afoundation of stability, integrity, and independence, we haveearned the confidence of generations of clients by consistentlydelivering sound advice and strong financial protection. While wehonor the values that have shaped our legacy, we remainforward-focused—embracing innovation and adaptability to meet theevolving demands of tomorrow. At the heart of everything we do is acore belief: success is achieved through hard work, dedication, andunwavering service to our clients. Why join us? Competitivecompesation Comprehensive benefits Remote flexibility with a hybridschedule Room for long term growth Job Details Job Details Ourcompany is seeking a talented and enthusiastic Personal LinesAccount Manager. This is a permanent position that offers theopportunity to manage a diverse portfolio of personal linesaccounts. The successful candidate will be responsible forproviding top-notch customer service, managing renewals, andhandling policy analysis. This role is a hybrid position, offeringthe flexibility to work both remotely and in the office, and isperfect for someone who thrives in a dynamic and fast-pacedenvironment. Responsibilities 1. Manage a diverse portfolio ofpersonal lines accounts, including life, health, property, andcasualty insurance. 2. Provide exceptional customer service byresponding promptly and accurately to inquiries and requests fromclients. 3. Analyze and assess clients’ insurance needs and proposesuitable coverage options. 4. Prepare and present detailedinsurance proposals to clients. 5. Handle policy renewals andendorsements to ensure clients’ insurance coverage remainsup-to-date and adequate. 6. Issue certificates of insurance (COIs)and maintain accurate records of all transactions andcorrespondences. 7. Collaborate with other team members to ensure aseamless and efficient service delivery. 8. Stay updated onindustry trends, products, and regulations to provide accurate andprofessional advice to clients. Qualifications 1. Minimum of 5years of experience in managing personal lines accounts, includinglife, health, property, and casualty insurance. 2. Provenexperience in policy analysis, preparing insurance proposals,issuing COIs, and handling renewals. 3. Excellent customer serviceskills, with the ability to communicate effectively with clientsand team members. 4. Strong analytical skills, with the ability toassess clients’ insurance needs and propose suitable coverageoptions. 5. Proficient in using insurance software and MicrosoftOffice Suite. 6. Current and valid insurance license. 7. Bachelor’sdegree in Business, Finance, or related field is preferred. 8.Ability to work in a hybrid work environment, both remotely and inthe office. 9. Strong organizational skills, with the ability tomanage multiple tasks simultaneously and meet deadlines. 10. Highdegree of professionalism and integrity, with the ability tomaintain client confidentiality. Join our team and enjoy theflexibility of a hybrid work environment, the challenge of managinga diverse portfolio of personal lines accounts, and thesatisfaction of providing top-notch customer service. If you havethe required experience and skills, and are passionate about theinsurance industry, we would love to hear from you. Interested inhearing more? Easy Apply now by clicking the “Apply Now” button.

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