At a Glance
- Tasks: Advise clients on insurance options, manage renewals, and provide top-notch service.
- Company: Join Whitley Newman Insurance & Financial Services, a leader in personal lines insurance.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Dynamic role with a focus on client education and business development.
- Why this job: Make a difference by helping clients navigate their insurance needs and ensuring peace of mind.
- Qualifications: 3+ years of insurance experience and R.I.B.O. qualification required.
The predicted salary is between 45000 - 55000 $ per year.
Personal Lines Insurance Account Manager with R.
O. expertise will advise clients, manage renewals, and deliver responsive service at Whitley Newman Insurance & Financial Services.
This Account Manager maintains a personal lines book of business while generating new business and supporting producer activities.
The work includes client education, coverage recommendations, cross selling, policy servicing, and detailed documentation.
Strong communication, organization, and attention to detail are central to serving clients effectively.
Key Responsibilities
- Maintain a personal lines book of business
- Inform clients about insurance options and coverage details
- Review renewals, recommendations, and comparison quotes
- Process policy changes, claims, notices, and cancellations
- Document client conversations and attachments in EPIC
Requirements
- Minimum three years of insurance experience
- Required R. I. B. O. qualification
- Preferably pursuing C. I. P. or C. A. I. B. designation
- Strong interpersonal, presentation, and communication skills
- Proficiency in Outlook, Word, and EPIC
Use personal lines expertise, renewal review, and EPIC proficiency to support clients and business growth as Account Manager.
Personal Lines Insurance Account Manager employer: Whitley Newman Insurance & Financial Services
Whitley Newman Insurance & Financial Services offers a supportive work environment where employees can thrive as trusted advisors to clients. The company emphasizes professional development, encouraging team members to pursue designations such as C.I.P. or C.A.I.B. With a focus on client education and service excellence, employees have the opportunity to grow their careers while contributing to business success.
Contact Details:
Whitley Newman Insurance & Financial Services Recruitment Team
