Personal Lines Account Manager

🕒 il y a 1 mois

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Impact Performance Team

Impact Performance Team

1 - 10 employés

🤝 B2B

🎯 Recrutement

B2B • Recruitment

Impact Performance Team est un cabinet de conseil stratégique qui aide les propriétaires de petites entreprises et les dirigeants d'agences à constituer des équipes performantes, à augmenter leur chiffre d'affaires et à développer leur activité pour atteindre le style de vie souhaité. Ils offrent des services de conseil personnalisé, de mise en œuvre pratique, de leadership fractionné des ventes et des cadres, ainsi que des services de recrutement et d'acquisition de talents afin d'aligner les équipes, stimuler la croissance et exécuter des plans mesurables.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

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

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