Personal Lines Account Manager

We are a well-established independent insurance agency in business for over 60 years in Bucks County, PA looking for a Full-time Personal Lines Account Manager. The Personal Lines Account Manager will assist our personal insurance clients with day-to-day needs and provide them first-class service.

Responsibilities:

• Build strong rapport with clients to maintain a book of business of approximately 450+ policyholders and approximately 1,500 policies in force
• Communicate with clients by phone, video conference, email and (occasionally) face-to-face interactions to ensure their needs are understood and addressed
• Assist clients with claims, billing questions, policy changes, and payment options
• Make coverage recommendations based on clients' needs
• Work with producers to quote & issue new insurance policies for prospective clients in a timely manner
• Identify, create, and respond to cross-sell opportunities with existing clients
• Remarket existing clients with alternative insurance providers as needed
• Maintain thorough documentation of client interactions and set internal reminders to ensure client needs are being addressed in a timely manner
• Maintain up to date knowledge of carrier appetites and capabilities to best serve clients

Requirements:

• At least 5 years of personal lines insurance customer service preferred (applicants with a minimum of 3 years of experience will still be considered)
• Strong attention to detail
• Strong verbal and written communication skills
• Strong work ethic and positive attitude
• Ability to resolve practical problems as they arise in a timely manner
• Strong ethical behavior
• Ability to collaborate with personal insurance team to assist with strategic growth of department and strong retention among existing clients
• Demonstrate respect and courtesy to everyone
• Computer literacy in Windows operating system, Microsoft Office (Word, Excel, Outlook).

Skills:

• Professional communication with customers, co-workers, insurance carriers, and other contacts
• Experience managing insurance policies from multiple insurance carriers
• Experience utilizing an Agency Management System to service personal insurance clients
• Experience with Applied EPIC is preferred
• Experience utilizing a comparative rating platform to procure new business quotes
• Experience with EzLynx is preferred

Required Licenses:

• Current Property & Casualty Insurance license in state of residence

Preferred Designations:

• Certified Insurance Service Representative (CISR) offered by the Risk & Insurance Education Alliance

Compensation & Benefits:

• Competitive base salary and quarterly bonus opportunities for proactive new business development
• Annual bonus opportunities based on individual contributions to department growth and client retention
• 401 (k) Retirement Account
• Employee Stock Ownership Plan (ESOP)
• Health, dental, life and disability insurance
• Paid Time Off
• Ability to participate in company sponsored wellness initiative.

Hours:

• Monday through Friday, 8:30am to 5pm

Work Setting:

• In-person/ in office (2 days per week)
• Remote (3 days per week)
• Note: employee will be required to work in-office a minimum of 4 days per week until training period is complete (approximately 4-6 weeks).