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CivicMinds, Inc · 4 days ago

Personal Line Account Manager

Scarsdale, NY

Full-time

Onsite

Mid Level

CivicMinds, Inc is a company focused on providing exceptional customer service in the insurance sector, and they are seeking a Personal Line Account Manager to lead client account management. The role involves building and maintaining client relationships, servicing personal lines insurance accounts, and ensuring timely delivery of solutions based on customer needs.

Information Technology

Hiring Manager

Manas Mishra

Responsibilities

Serve as the lead point of contact for all customer account management matters

Build and maintain strong, long-lasting client relationships

Service assigned portfolio of personal lines insurance accounts for clients’ existing as well as new home and car purchases, renewal account reviews, endorsement requests, cancellations, etc

Ensure the timely and successful delivery of solutions according to customer needs and objectives

Re-market accounts when appropriate

Maintain client activity in the agency management system

Develop new business with existing clients and identify areas of improvement and account rounding

Remain current on knowledge of coverage, policy forms, and rates to effectively address customer’s insurance needs

Collaborate with our team and maintain good relationships with carrier underwriters and any partner staff

Qualification

Personal Lines Account ManagementPropertyCasualty LicenseAgency Management SoftwareClient-focused SolutionsCommunication SkillsAttention to DetailTeam Collaboration