Personal Lines Account Representative handling complex personal lines accounts for Great American Insurance. Ensuring service delivery and collaboration with clients and insurance carriers in a hybrid work environment.
Responsibilities
Serves as a primary point of contact for assigned groups of large or moderately complex personal lines accounts, ensuring timely and accurate service delivery
Manages day-to-day complex clients’ needs including policy changes, certificates of insurance, and billing inquiries
Coordinates with Account Managers and Producers to prepare renewals, proposals, and coverage summaries
Maintains strong relationships with clients by providing responsive, knowledgeable, and solutions-oriented service
Collaborates with insurance carriers to obtain quotes, resolve issues, and process endorsements
Ensures data integrity, overseeing accurate maintenance of client records in the agency management system
Educate clients on coverage options and recommend appropriate insurance solutions
Drives account retention and growth, proactively managing renewals and supporting seamless client onboarding and account setup and documentation
Proficient in personal lines new business quoting; assists with agency generated opportunities and Producer referred prospects; markets submissions to carriers, prepares proposals and coverage comparisons
Performs other duties as assigned
Requirements
Associate degree in Business Administration, Accounting, Communications, or a related field or equivalent experience
Generally, a minimum of 6 years of experience in personal lines insurance, preferably in a brokerage or agency setting
Insurance licensure required
Demonstrates advanced communications skills to build and leverage effective customer relationships and explain products and services
Demonstrated ability to work collaboratively with Producers and insurers
Benefits
We offer competitive benefits packages for full-time and part-time employees*
Full-time employees have access to medical, dental, and vision coverage
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