Personal Lines Account Manager

🕒 Maio 14

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Logo of Impact Performance Team

Impact Performance Team

1 - 10 funcionários

🤝 B2B

🎯 Recrutamento

B2B • Recruitment

A Impact Performance Team é uma empresa de consultoria e assessoria estratégica que auxilia proprietários de pequenas empresas e diretores de agências a construir equipes de alto desempenho, aumentar a receita e escalar seus negócios para alcançar o estilo de vida desejado. Eles oferecem consultoria personalizada, implementação prática, liderança executiva e de vendas fracionada, além de serviços de recrutamento e aquisição de talentos para alinhar equipes, impulsionar o crescimento e executar planos mensuráveis.

Descrição

• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals • Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail • Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities • Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing • Provide responsive, solution oriented customer support via phone, email, and in person interactions • Maintain accurate documentation within the agency management system and adhere to compliance guidelines • Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction

🎯 Requisitos

• Minimum 2 years of Personal Insurance Account Management experience required • Must be located in the New England region or within a two-hour commute from Oxford, CT • Strong professionalism and ethical standards • Consistent follow through on deadlines meetings and client commitments • Enjoys helping clients and building lasting relationships • Able to offer creative and innovative solutions • Engaged in civic or professional associations • Strong communicator who understands how to align agency resources with client needs • Detail oriented and accountable • Values community involvement and long term client partnerships

🏖️ Benefícios

• Group health coverage • Retirement plan with company match • 401(k) • Dental insurance • Health insurance • Vision insurance • Paid time off

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