Overview Join our dynamic team as a Personal Lines Account Manager, where your expertise will drive exceptional customer experiences and foster lasting client relationships. In this energetic role, you will manage a diverse portfolio of personal insurance accounts, providing tailored solutions that meet clients' unique needs. Your proactive approach and strong communication skills will empower you to deliver outstanding service while navigating the complexities of insurance products and regulations. This position offers an exciting opportunity to grow your career in a fast-paced, client-focused environment committed to excellence and innovation. Responsibilities Develop and maintain strong relationships with clients through proactive communication, ensuring their insurance needs are fully understood and met. Manage existing personal insurance accounts, including property casualty, health, life, and benefits administration, ensuring policy accuracy and client satisfaction. Conduct outside sales efforts to identify new business opportunities via telemarketing, retail sales channels, and community engagement. Negotiate policy terms and premiums with clients and insurance providers to secure optimal coverage at competitive rates. Utilize CRM systems proficiently to track client interactions, policy details, and sales activities for seamless account management. Provide comprehensive client communication regarding insurance options, regulatory updates such as HIPAA compliance, and benefits administration. Assist clients with insurance sales inquiries, policy renewals, claims processing support, and regulatory compliance requirements including insurance regulation standards. Collaborate with cross-functional teams to deliver exceptional customer service and ensure adherence to industry best practices. Maintain analysis skills to evaluate client portfolios, identify upselling opportunities, and recommend appropriate coverage enhancements. Experience Proven experience in outside sales or retail sales within the insurance industry or related fields. Strong negotiation skills with a track record of closing deals effectively while maintaining customer satisfaction. Knowledge of personal insurance products including property casualty, health insurance (including HIPAA), life insurance, and benefits administration. Familiarity with commercial insurance knowledge is a plus for understanding broader coverage options. Proficiency in Microsoft Office applications (Word, Excel) and CRM systems for efficient client management. Excellent communication skills in multiple languages or bilingual capabilities are highly desirable for serving diverse client populations. Analysis skills to assess client portfolios and identify opportunities for growth or risk mitigation. Understanding of insurance regulation standards to ensure compliance across all client interactions. Join us as a Personal Lines Account Manager where your enthusiasm for sales combined with your dedication to customer service will make a meaningful impact every day!

Pay:

$45,000.00 - $65,627.34 per year

Benefits:

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

Work Location:

In person