Benefit Quest, Inc. · 4 hours ago
Personal Lines Account Manager
New York, NY
Full-time
Remote
Mid Level
3+ years exp
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Responsibilities
Manage book of personal lines business, including home, auto, umbrella, and other personal insurance products.
Provide prompt and efficient customer service, responding to inquiries regarding policies and coverage.
Assist clients in the claims process, providing guidance and acting as a liaison between the client and the insurance carrier.
Handle policy renewals, endorsements, and cancellations in a timely and accurate manner.
Review and evaluate existing policies and accounts to ensure they meet clients’ current needs.
Maintain accurate client records and update policy information as needed.
Present and explain insurance products and services to clients in a clear and professional manner.
Build and maintain long-term relationships with clients by recommending appropriate coverage options customized to their needs.
Conduct annual policy reviews to ensure that clients’ coverage aligns with their current needs.
Collaborate with producers and agents on new business opportunities by gathering required client information and assist in generating quotes.
Cross-sell additional insurance products when appropriate to meet clients’ evolving needs.
Identify potential clients through referrals, centers of influence, networking, and marketing initiatives.
Stay current with industry trends, carrier updates, and regulatory changes.
Develop and execute strategic plans and procedures for the department in alignment with the company’s overall objectives.
Qualification
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Required
Current Property & Casualty License.
3-5+ years Property & Casualty Account Management experience.
Comprehensive knowledge of insurance industry products and offerings.
Excellent interpersonal skills with the ability to build rapport and trust with clients.
Excellent verbal and written communication skills.
Detail-oriented with strong organizational and time management skills.
Ability to work independently and as part of a team.
Demonstrated self-discipline, accountability, and independence in a remote work environment.
Strong computer and technology skills. Proficiency in Microsoft Office Suite.
Preferred
Experience with AMS360 is a plus.
Benefits
401(k) matching
Dental insurance
Health insurance
Paid time off
Training & development
Comprehensive benefits package including health, dental, vision, disability & life insurance
401(k) retirement plan with company match
Opportunities for professional development and career advancement
Company
Benefit Quest, Inc.
Providers of Insurance and Employee Benefit Programs for corporations and professionals.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
