Personal Lines Account Manager /Customer Service Rep- Movement Insurance jobs in United States
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Movement Mortgage ยท 1 month ago

Personal Lines Account Manager /Customer Service Rep- Movement Insurance

Movement Mortgage is a dynamic insurance company that values passion and excellence in its workforce. The Personal Lines Account Manager will be responsible for managing client relationships, advocating for clients to renew and expand their insurance portfolios, and ensuring an excellent client experience.

FinanceFinancial ServicesMortgageReal Estate

Responsibilities

Develop and maintain strong, trusted relationships with key client contacts
Serve as primary client contact for assigned accounts while utilizing a variety of communication channels
Provide product knowledge and insurance expertise for assigned personal lines book of business
Advocate for clients to renew and expand their portfolio while obtaining best coverage and pricing
Proactively manage client escalations to achieve resolution as quickly as possible
Escalate complex client issues to department leadership with actionable recommendations for solutions
Develop and manage relationships with various cross-functional stakeholders including sales agents and loan officers
Maintain accurate internal processing and documentation of assigned accounts within operating systems

Qualification

Insurance knowledgeP&C licenseAccount managementClient relationship managementCoachableListening skillsProblem solvingAdaptabilityOrganization skillsFeedback implementation

Required

A true passion for people, problem solving and the customer experience
A team player who is highly ADAPTABLE and COACHABLE and always striving for personal and professional growth
Demonstrated knowledge of insurance concepts and principles
Enjoy educating customers on coverages and gaps in their insurance policies
Excellent organization skills
Good listening skills with the ability to see situations from the perspective of others
Ability to solicit, receive and implement feedback with the goal of relentless improvement
1+ years of professional account management or client success experience
Experience in insurance with an active P&C license (or willingness to obtain one in first 30 days)

Preferred

Bachelor's Degree preferred or equivalent work experience

Benefits

Medical
Dental
Vision
Life
Disability
Critical Care
Hospitalization
HSA
FSA
DCFSA
QTE
401(k)
Roth
Paid Time Off: 16 days front loaded. Prorated based on the start date month
11.5 paid holidays per year
Employee assistance program
Excellent career growth opportunity
Fun, team-focused working environment
Employee driven community outreach program

Company

Movement Mortgage

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Movement Mortgage is a financial service provider company.

Funding

Current Stage
Late Stage

Leadership Team

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Casey Crawford
Co-Founder & CEO
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Lyra Waggoner
Chief Operating Officer
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Company data provided by crunchbase