What are the responsibilities and job description for the Personal Lines Account Manager position at Yaekel & Associates Insurance Services, Inc.?
Benefits:
Responsibilities:
- Commission
- FSA
- Long Term Disability
- Short Term Disability
- Life Insurance
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
Responsibilities:
- Assist existing clients with policy updates, quotes, payments, and inquiries.
- Handle customer calls and correspondence for new or existing insurance policies and claims.
- Collaborate with new clients or support a producer to understand needs, research policy options, and finalize coverage details.
- Schedule appointments or client calls to review existing policies, assess coverage needs, and bind renewals.
- Resolve product or service issues, expedite corrections, and ensure resolution through follow-up.
- Review policies, verify accuracy, and facilitate corrections between clients and carriers.
- Maintain detailed records of customer interactions in the agency management system.
- Collaborate with team members, provide expertise, and participate in meetings.
- Stay current with Continuing Education (CE) requirements and actively engage in ongoing education. Remain informed about industry developments, new products, legislation, coverages, and technology to continually enhance knowledge and performance.
- Hold the required state insurance license with a minimum of one year of personal lines insurance account management experience.
- Demonstrate strong knowledge of insurance products, rating procedures, and industry operations.
- Exhibit a customer-focused approach with excellent phone etiquette, written and verbal communication skills, and proficiency in math.
- Possess a sense of urgency, attention to detail, organization, and multitasking abilities.
- Be people-oriented, professionally assertive, and adept at handling difficult situations with customers.
- Excellent time management skills and proficiency in technology, including agency management systems.
- Competitive Salary, Commission & Bonus Potential
- Paid Time Off
- 35-hour workweek, Monday to Friday
- Medical, Life, Vision, Dental Insurance
- Short-Term & Long-Term Disability
- Flexible Spending Plan
- 401K with match
- Professional Development
- Job Stability in a growing industry
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