Personal Lines Account Manager

2 weeks ago

Perth, Western Australia Jonus Group Full time

**Personal Lines Account Manager**:
**Job Summary**

Industry-leading agency seeking a collaborative and customer-focused Personal Lines Account Manager.

This role offers a unique opportunity to grow and develop professionally in an environment that values innovation and collaboration. Key responsibilities include fostering strong client relationships, navigating insurance policies, identifying new growth opportunities, and providing excellent service

**Responsibilities**:

- Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
- Gather necessary information to prepare accurate quotes and proposals for clients.
- Provide clients with clear and detailed information about available coverage options.
- Review and assess the current coverages of existing clients.
- Recommend updates and changes in coverage as needed to ensure clients have high-quality insurance protection.
- Process policy renewals, ensuring that clients are informed about upcoming renewals and options.
- Remarket policies when necessary to secure the best coverage and pricing for clients.
- Assist clients in making coverage changes, endorsements, and policy updates.
- Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
- Manage direct-billed payments and billing inquiries on behalf of clients.
- Provide clients with assistance and clarification regarding billing questions and issues.
- Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

**Qualifications/Requirements**:

- Knowledge and understanding of various insurance coverages, policies, and terms.
- Excellent written and verbal communication skills.
- The ability to convey complex insurance information in a clear and understandable manner.
- Strong organizational and prioritization skills.
- Proven ability to build and maintain positive client relationships.
- Keen attention to detail when reviewing policies and documents.
- Ability to analyze complex insurance situations and propose effective solutions.
- Holds an active Property and Casualty (P&C) Insurance License.
- Preferred Agency Management System Experience: EPIC
- At least 1-3 years of relevant insurance industry experience required. 3-5 years preferred.
- Previous experience in personal lines insurance and account management.
- Above average computer skills with the capacity to master essential software programs.

**Compensation Package**:

- Between $60k-$65k, depending on experience.
- Inclusive benefits package, including health benefits and a 401k plan with employer matching.
- Competitive PTO and company holidays.

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