Personal Lines Account Manager

Personal Lines Account Manager

Crye-Leike® Insurance Agency is seeking a Personal Lines Account Manager to become a part of our organization.

Come join our team in helping protect our customers against the unexpected, while developing your career.

Duties include:

• Work with clients on ways to enhance existing coverage
• Look for opportunities to add additional lines of coverage
• Encourage referrals from existing clients
• Work closely with producers on new business opportunities
• Attend, participate and report in department meetings and corporate initiatives, as requested.
• Attend carrier meetings as requested.
• Exercise independent decision making abilities relating to client analysis of coverage and recommending coverage needs, as appropriate.
• Provide administrative support on other tasks, such as assigned special projects and development of new ideas/services, as requested.
• Become proficient in the Agency Management System and Crye-Leike policies and procedures
• Take and/or attend webinars or classes as assigned to keep abreast of new products available for clients and acquire additional insurance knowledge and expertise, as opportunities occur.
• Mentor and train other Account Managers, if applicable.
• Perform other duties as assigned.

Requirements:

• Property & Casualty Insurance License required.
• A Minimum of 3* years experience in an independent insurance agency in the field of Property & Casualty Insurance and 3* years experience in customer service. Other combinations of work and/or experience will be considered.
• Effective, professional communication skills – oral, written and interpersonal with the ability to develop client relationships.
• Applied Systems EPIC agency management system proficiency is strongly preferred.
• High School Diploma or equivalent education and related training, Bachelor’s Degree Preferred.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office suite of software.
• High level of organizational ability, self discipline and motivation.
• Solution driven problem solving skills and analytical ability.
• Detail-oriented with the ability to work independently, applying education and experience to achieve outstanding results
• Demonstrate highest level technical and cognitive abilities to ensure accuracy and precision
• Team player with a strong work ethic
• Demonstrated success in overall customer service

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Education:

• Bachelor's (Preferred)

Experience:

• Independent insurance agency: 1 year (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person