Account Manager – Personal Lines Insurance jobs in United States
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W3Global · 1 week ago

Account Manager – Personal Lines Insurance

W3Global is seeking a motivated and detail-oriented Account Manager to support personal lines clients. This role focuses on delivering exceptional customer service, managing existing policies, and assisting clients with coverage, billing, and policy changes.

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Growth Opportunities

Responsibilities

Provide personalized insurance quotes and coverage options
Convert quotes into bound policies
Manage and service existing personal lines accounts
Review and update policies for accuracy and compliance
Assist clients with policy changes, billing inquiries, and claims reporting
Clearly explain coverage and recommendations to clients
Document all client interactions in the agency management system
Resolve service inquiries promptly and professionally

Qualification

Active Property & Casualty licensePersonal lines insurance experienceAgency management systemsCustomer service skillsCommunication skillsDetail-orientedOrganizational skills

Required

Active Property & Casualty license required prior to start date (Offer may be extended prior to licensing; licensing assistance available)
Associate's or Bachelor's degree (or equivalent experience)
Strong customer service and communication skills
Comfortable using computers and agency management systems
Detail-oriented with strong organization and follow-through

Preferred

Personal lines insurance experience preferred; commercial experience a plus
Associate degree (Preferred)

Benefits

Health, Dental, and Vision insurance
401(k) with company match
Paid Time Off (PTO) and paid holidays
Continuing education and licensing reimbursement
Stable, long-term career opportunity
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Company

W3Global

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W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.

Funding

Current Stage
Late Stage

Leadership Team

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Sridhar Venkatesan
CEO
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Company data provided by crunchbase