Personal Lines Account Manager

We’re looking for a Personal Lines Account Manager to help our Client deliver top-notch service to clients out of their Westfield Insurance agency. In this role, you'll be helping clients with their insurance needs, answering questions, and offering advice in a friendly and professional manner. Your goal is to make sure clients feel supported and confident in their insurance choices. Hybrid position- 4 days in office, 1 remote. M-F, no weekends!

Key Responsibilities:

• Offer exceptional service to clients, prospective clients, and guests by following all the necessary guidelines and company policies.
• Gather info and use our software to create quotes for insurance. You’ll work with underwriting guidelines and other online tools to make sure the quotes are a good fit for each client.
• Have friendly, confident conversations with clients about their options and make thoughtful recommendations for new policies or changes to their existing coverage. Be ready to answer common questions.
• Help clients through the claims process, using the company's resources and software. You'll also work with adjusters, handle paperwork, and ensure claims are handled quickly.
• Take ownership of your client portfolio, always aiming to provide great service and live up to our company motto of exceeding customer expectations.
• Perform annual policy reviews and work on keeping clients by offering other carrier options when necessary.
• Handle new business opportunities from leads, web inquiries, and client calls.
• Look for ways to cross-sell or up-sell to existing clients by reviewing their policies and asking the right questions to make sure they're getting the coverage they need.
• Be able to explain insurance terms and concepts to clients in a way that's easy to understand, so they know what their coverage entails.

Other Duties:

• Represent the agency at local community and professional events to help promote our services.
• Follow all regulatory compliance and company policies.
• Keep up with required training and continuing education to maintain your P&C license. (licensure required within 6 months of starting- agency to assist with this)
• Provide coverage at other locations when needed.

Position Requirements:

• High School diploma or equivalent.
• At least two years of insurance experience is a plus.
• Must complete P&C licensing within 6 months of starting.
• Excellent communication, phone skills, customer service, and organizational abilities.
• Attention to detail and the ability to juggle multiple tasks.
• Proficient with MS Office (Word, Excel, Outlook).
• Professional appearance and the ability to handle confidential information with care.