Personal Lines Account Manager jobs in United States
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Konen Insurance, Inc. · 23 hours ago

Personal Lines Account Manager

Konen Insurance is a trusted independent agency providing a comprehensive suite of insurance solutions. They are seeking a dynamic and client-focused Personal Lines Account Manager to build and maintain strong relationships with clients and carrier representatives while delivering outstanding customer service.

Insurance

Responsibilities

Manage and service assigned accounts following agency best practices
Maintain high levels of client satisfaction through proactive communication and problem-solving
Assist with marketing and placement of new business and renewal accounts
Achieve sales and retention goals by identifying opportunities for account rounding and up-selling
Conduct annual policy reviews to ensure clients have appropriate coverage
Maintain organized and accurate client files, including processing policies, endorsements, invoices, and binders
Oversee renewal expiration lists, binders, and aged receivables
Ensure proper documentation and adherence to underwriting requirements
Prepare billing statements in accordance with credit and collection policies
Verify the accuracy of all processed transactions and policy changes
Stay updated on industry trends, underwriting requirements, and carrier updates
Participate in continuing education courses for insurance and sales skills development
Keep current with industry regulations and best practices through ongoing training and professional development
Engage in special projects as requested by management

Qualification

Insurance licenseBrokerage operationsAdobe ProMicrosoft ExcelTime managementProblem-solvingCommunication skillsSelf-motivation

Required

A valid insurance license is required for this role
Two-year associate degree required
Experience with Adobe Pro, Microsoft Word, Excel, Outlook, and phone systems
Strong time management, organizational, and problem-solving skills
Excellent verbal and written communication skills
Desire to develop and maintain a deep knowledge of insurance industry products and best practices
High level of self-motivation, initiative, and ability to work independently
Familiarity with brokerage operations, claims handling, risk assessment, and applicable insurance laws

Preferred

Four-year college degree preferred

Benefits

Performance-based bonus and incentive opportunities
Major medical insurance
Short-term and long-term disability insurance
Voluntary life, vision, and dental insurance
Paid time off (PTO)
Paid holidays
Retirement savings account
Company-sponsored events
Opportunities for professional growth and advancement

Company

Konen Insurance, Inc.

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Konen Insurance, member of the Keystone Insurance Group, is a full-service independent insurance agency offering quality insurance coverage, a high level of professional service, and a long-term relationship with our clients.

Funding

Current Stage
Early Stage
Company data provided by crunchbase