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Form of workJob Description
Position Overview: We are seeking a dynamic and experienced Personal Lines Insurance Account Manager to join our team. The ideal candidate will have a strong background in Personal Lines Insurance and possess excellent customer service and communication skills. This individual will be responsible for managing a portfolio of clients, assessing their insurance needs, and recommending appropriate coverage options.
Key Responsibilities:
- Serve as the primary point of contact for clients, providing exceptional customer service and support.
- Build and maintain strong relationships with clients to understand their insurance needs and preferences.
- Conduct thorough insurance reviews to assess coverage gaps and recommend appropriate solutions.
- Prepare and present insurance quotes to clients and prospects, explaining coverage options and benefits.
- Process policy changes, endorsements, and renewals accurately and efficiently.
- Proactively follow up with clients to ensure satisfaction and address any concerns or questions.
- Collaborate with insurance carriers to obtain quotes, resolve issues, and negotiate terms on behalf of clients.
- Stay current on industry trends, regulations, and product offerings to provide informed advice to clients.
Allied Brokers Insurance Agency, Inc. is a leading insurance agency serving the needs of individuals and families in California. We specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. With offices in Palo Alto, San Jose, and San Leandro, we are dedicated to delivering exceptional service and comprehensive coverage options.
