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Pleasant Grove

    Personal Insurance Account Manager - Pleasant Grove, United States - The Jonus Group

    The Jonus Group
    The Jonus Group Pleasant Grove, United States

    Found in: Lensa US P 2 C2 - 4 days ago

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    Description
    Job Description

    Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines Account Manager to join their team.

    Benefits

    • Competitive salary: $55-85K
    • Comprehensive benefits package
    • Professional development opportunities and training.
    • Supportive and inclusive work environment.

    Qualifications

    • Active P&C License
    • Relevant insurance certifications or licenses (if required by state regulations).
    • Previous experience in personal lines insurance, account management, or customer service.
    • Strong understanding of insurance products, coverage types, and industry practices.
    • Proficient in insurance management software and Microsoft Office Suite.

    Responsibilities

    • Develop and maintain strong relationships with clients, acting as their primary point of contact for all personal insurance matters.
    • Understand clients' unique insurance needs, financial situations, and risk profiles to provide tailored recommendations.
    • Review and analyze clients' existing insurance policies to identify coverage gaps and potential areas for improvement.
    • Collaborate with clients to determine their changing insurance needs, life events, and other relevant factors.
    • Present and explain insurance coverage options to clients, offering clear explanations of benefits, limitations, and costs.
    • Advise clients on policy enhancements, endorsements, and discounts that align with their individual requirements.
    • Prepare accurate insurance quotes and proposals based on clients' needs and preferences.
    • Ensure timely delivery of quotes, addressing any client questions or concerns.
    • Facilitate the issuance of insurance policies, ensuring all necessary paperwork and documentation are completed accurately and efficiently.
    • Maintain comprehensive records of client interactions, policy changes, and communications.
    • Proactively manage policy renewals, reviewing coverage and pricing to ensure continued client satisfaction.
    • Collaborate with clients to update policy information, address changes, and recommend adjustments as needed.
    • Assist clients in reporting and navigating insurance claims, acting as a liaison between clients and insurance carriers to streamline the claims process.
    • Stay updated on industry trends, regulations, and changes in insurance products and services.
    • Continuously improve your understanding of insurance products to better serve clients' evolving needs.
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