Personal Lines Insurance Account Manager Position Available In Chester, Pennsylvania

Personal Lines Insurance Account Manager 2.4 2.4 out of 5 stars Downingtown, PA 19335 • Hybrid work As a customer-focused insurance expert, the Personal Lines Account Manager drives the successful policy delivery and service to our clients. He or she plans, executes, and tracks a customized service plan for each client. In this hybrid role the Personal Lines Account Manager builds effective, personalized working relationships with clients and prospective clients, learning their risk and insurance program needs. He or she engages the full-service team and resources as appropriate to create measurable value and efficiencies in our clients. The Personal Lines Account Manager also has a thorough understanding of the marketplace and industry and uses that expertise in placing coverage and negotiating terms in reviewing coverage and program options and understanding associated details. Duties and Expectations Builds personalized client relationships through demonstrated ownership of the service plan and multiple channels of communication such as phone, email, and in-person meetings. Analyzes risk, coverage, program structure and recommends options; executes coverage and program changes. Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed. Takes a holistic approach to client service by collaborating with other service teams to create a cohesive client service experience. Manages time to prioritize workload, client service requests, and service parameters on business processes. Manages assigned account activities. Communicates with clients regarding insurance, claims, or administrative problems and works as a liaison to resolve escalated issues. Works with the service team to effectively manage and oversee new business and renewal processes by following workflow procedures and best practices. Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients. Evaluates coverage, terms, and conditions of quotes received from underwriters; compares quote options from multiple carriers and presents coverage comparisons as requested. Remains current on forms, coverage, insurance carriers, industry trends, and legislation. Maintains positive working relationships with insurance carriers, attends meetings and events as appropriate, and proactively learns about their products and underwriting approaches. Identifies and recommends additional products, services, and coverage levels that enhance client programs. Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence Achieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics, and goals. Schedules, conducts, and facilitates meetings as needed. Creates and provides a review of various reports with producer and client. Participates in ongoing scheduled meetings with the service team to discuss accounts, renewals, service needs, service platform, etc. Qualifications Licensed in PA Property & Casualty preferred. Strong oral and written communication skills. Proficient in working independently and on a Team. Ability to multi-task and handle interruptions. Possess an upbeat, positive and enthusiastic attitude. Previous experience in insurance, customer service or other related fields. Benefits The base pay offered will be determined on factors such as experience, skills, training, certifications & education We are excited to offer a competitive total rewards package that includes: health benefits and 401(k) Retirement Savings Plan with a matching feature.

STD/LTD PTO and Paid Holidays Job Type:

Full-time Pay:

$50,000.00 – $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Supplemental Pay:

Bonus opportunities

Experience:

Customer Service:

3 years (Required) Ability to

Commute:

Downingtown, PA 19335 (Required) Ability to

Relocate:

Downingtown, PA 19335: Relocate before starting work (Required)

Work Location:

Hybrid remote in Downingtown, PA 19335