Job Summary:
We are seeking a dedicated and experienced Personal Lines Account Manager to join our team in Colorado. The ideal candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. This role involves servicing existing accounts, cross-selling additional coverages, and developing relationships with clients to secure long-term business.
Key Responsibilities:
- Client Management: Maintain and manage a portfolio of personal lines insurance clients, ensuring their insurance needs are met and exceeded.
- Customer Service: Provide exceptional customer service by responding to client inquiries, resolving issues, and offering expert advice on insurance matters.
- Policy Servicing: Process policy renewals, endorsements, and cancellations, and billing concerns. Ensure accuracy and compliance with all insurance regulations and company policies.
- Sales and Cross-Selling: Identify opportunities to cross-sell additional coverages and products to existing clients to enhance their insurance portfolio.
- Claims Assistance: Assist clients with filing and managing insurance claims, providing guidance throughout the process.
- Documentation and Record-Keeping: Maintain accurate and up-to-date client records in the agency management system.
- Market Knowledge: Stay informed about industry trends, market conditions, and competitors’ products to provide clients with the best possible advice.
- Team Collaboration: Work collaboratively with other team members to achieve company goals and provide support as needed.
Qualifications:
- Education: High school diploma or equivalent required. A bachelor's degree in business, finance, or a related field is preferred.
- Experience: Minimum of 2-3 years of experience in personal lines insurance account management or a similar role.
- Licensing: Must hold a valid Colorado Property and Casualty Insurance License.
- Skills:
- Strong knowledge of personal lines insurance products and services.
- Excellent customer service and communication skills.
- Proficiency in using insurance agency management software.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Effective problem-solving and decision-making skills.
Benefits:
- Competitive salary within the specified range.
- Paid time off (PTO) and holidays.
- Continuing education and professional development opportunities.
- Flexible work environment with potential for remote work.
How to Apply:
Interested candidates are invited to email their resume and cover letter outlining their qualifications and experience to heidi@haluinsurance.com. Please include "Personal Lines Account Manager - Colorado" in the subject line of your email.
About Us:
HALU Insurance is a reputable insurance agency dedicated to providing comprehensive personal and commercial insurance solutions. We pride ourselves on delivering exceptional service and building long-term relationships with our clients. Join our team and become part of a dynamic and supportive work environment.
Job Type: Permanent
Pay: $55,000.00 - $65,000.00 per year
Work setting:
License/Certification:
- Colorado Property and Casualty License (Required)
Ability to Commute:
- Littleton, CO 80123 (Required)
Ability to Relocate:
- Littleton, CO 80123: Relocate before starting work (Required)
Work Location: In person