Account Manager Personal Lines Insurance
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AI Summary
Manage the renewal process for Personal Lines clients and cross-sell existing clients by converting personal lines clients to commercial lines clients. Handle cancellation requests and provide client reviews to identify opportunities for additional coverage or policies.
Responsive recruiter
Replies within 24 hours
Benefits:
- 401(k) matching
- Company parties
- Competitive salary
- Health insurance
- Paid time off
- Training & development
Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be!
Roles & Responsibilities: Include the following. Other duties may be assigned.
- Manage the renewal process for all Personal Lines clients
- Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
- Cross-sell existing clients by converting personal lines clients to commercial lines clients
- Handle all cancellation requests that come into the office and try to save clients.
- Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
- Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
- Proactive calling on claims following our claims process
- Identifying opportunities to add value to the client experience
- Remarketing to lost clients to win them back to the agency
- Rewrite non renewals and cancellations
- Quote and write overflow of new business
- Assist with overflow on incoming calls
Requirements:
- Must have a current P&C License
- Must have minimum of one year experience, servicing personal lines insurance products
- Excellent communication skills
- Ability to multi-task and high attention to detail
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
Preferred:
- Experience with multiple carriers
- Hawksoft Agency Management software experience
Benefits:
- Hourly wage plus commission
- Paid Time Off
- Group Health Benefits
- Simple IRA Company Match
- Great Work Environment
- Room For Growth
Agency Culture:
We are dedicated to building a great team by having teams calls, annual in-person meetings in California, and getting involved in community events. Blackwell Insurance Agency is a member of the local Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.
This is a remote position.
Compensation: $19.00 - $23.00 per hour
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