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Personal Lines Account Manager, CSR

Southpoint Insurance Agency Inc. Orland Park, IL
  • Posted: over a month ago
  • Full-Time
  • Benefits: Medical, 401k

Personal Lines Insurance Account Manager
Southpoint Insurance Agency, Inc. - Orland Park, IL

Primary Responsibilities:

  • Service existing Personal Insurance customers, explaining detailed coverage and policy options, information and processing changes as needed with a focus on building relationships.
  • Prequalify and analyzes prospect’s personal insurance needs, recommends coverages and prepares rating quotes and proposals to sell new accounts.
  • Actively solicits increases in coverage or rounding out accounts through sales to clients.
  • Educates clients about coverage limitations and informs clients of policy changes, coverage exclusions and insurance coverage needs.
  • At each service contact, reviews current coverage and make coverage suggestions and/or market changes to ensure high quality protection.
  • Remarket renewals as needed.
  • Keeps informed regarding industry information, new product information, coverages and technology to continuously improve knowledge and stay current.
  • Maintain in-depth knowledge of computer system functions, procedures, coding and reporting capabilities for all carriers.
  • Maintain relationships with insurance companies and marketing representatives.

Minimum Qualifications:

  • Active Dept of Insurance P&C license
  • Minimum 3 years of Personal Lines service / sales experience
  • Experience with Applied TAM agency management system.
  • Accuracy and attention to detail
  • Ability to work independently.
  • Ability to organize and prioritize effectively.
  • Ability to adapt and work efficiently in a growing dynamic environment.

Proficient in MS Office, specifically Excel, Word.

Southpoint Insurance Agency Inc.

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