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W3Global
Personal Lines Account Manager
Career Insights for Customer Service Account Manager
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Scorecard
Based on South Carolina data
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What they do
A Customer Service Account Manager manages customer service for assigned customer accounts. Provides a point of contact for customers and manages communication regarding customer orders and accounts. Handles customer service requests and maintains account and order records.
$58,915 / year median in South Carolina
-11% projected decline
Job Description
Personal Lines Account ManagerPosition OverviewWe are seeking an experienced Account Manager to join our Personal Lines Insurance Department. This role will focus on servicing existing clients while also handling new business opportunities generated through incoming calls and online inquiries. This is a customer-service-focused position with no cold calling or outbound sales requirements.
The ideal candidate is passionate about helping clients, building strong relationships, and providing personalized insurance solutions.
Key ResponsibilitiesDevelop and maintain strong relationships with personal lines clients.
Provide exceptional customer service and respond promptly to client inquiries.
Service personal lines policies, including:
HomeownersAutoBoatUmbrellaOther personal insurance productsPrepare and review quotes for personal lines policies.
Evaluate policy renewals and recommend appropriate coverage.
Assist clients with billing-related questions and issues.
Provide support and guidance with insurance claims.
Understand client needs and recommend suitable coverage options.
Maintain accurate client information and documentation.
Collaborate with team members to ensure a high level of customer satisfaction.
Required QualificationsPrevious experience in the insurance industry or a related field.
Knowledge of personal lines insurance products and coverage.
Strong customer service and relationship-building skills.
Excellent verbal and written communication skills.
Strong analytical and problem-solving abilities.
Proficiency with Microsoft Office and CRM systems.
Ability to quickly build rapport with clients.
Strong attention to detail and organizational skills.
Ability to work independently as well as part of a team.
Willingness to go above and beyond to support customers and coworkers.
Preferred QualificationsKnowledge of applicable insurance regulations and industry standards.
Experience handling personal lines accounts from quoting through renewal.
Experience assisting with billing and claims inquiries.
Benefits401(k) programHealth insurancePaid time off
The ideal candidate is passionate about helping clients, building strong relationships, and providing personalized insurance solutions.
Key ResponsibilitiesDevelop and maintain strong relationships with personal lines clients.
Provide exceptional customer service and respond promptly to client inquiries.
Service personal lines policies, including:
HomeownersAutoBoatUmbrellaOther personal insurance productsPrepare and review quotes for personal lines policies.
Evaluate policy renewals and recommend appropriate coverage.
Assist clients with billing-related questions and issues.
Provide support and guidance with insurance claims.
Understand client needs and recommend suitable coverage options.
Maintain accurate client information and documentation.
Collaborate with team members to ensure a high level of customer satisfaction.
Required QualificationsPrevious experience in the insurance industry or a related field.
Knowledge of personal lines insurance products and coverage.
Strong customer service and relationship-building skills.
Excellent verbal and written communication skills.
Strong analytical and problem-solving abilities.
Proficiency with Microsoft Office and CRM systems.
Ability to quickly build rapport with clients.
Strong attention to detail and organizational skills.
Ability to work independently as well as part of a team.
Willingness to go above and beyond to support customers and coworkers.
Preferred QualificationsKnowledge of applicable insurance regulations and industry standards.
Experience handling personal lines accounts from quoting through renewal.
Experience assisting with billing and claims inquiries.
Benefits401(k) programHealth insurancePaid time off
Benefits
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance