Personal Lines Account Manager (Remote)

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development

About Us

Benefit Quest is an Independent Insurance Agency providing a full range of Personal & Commercial Insurance Products: Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401k, and Financial Services.

Position Overview

Benefit Quest is seeking a dynamic and experienced Account Manager to join our growing team. The Account Manager will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service. This role requires a strong understanding of the Personal Lines market, excellent communication skills, and a passion for delivering value to clients. The Account Manager will collaborate with internal teams and external partners to develop and implement effective strategies that enhance the overall experience for our clients.

Key Responsibilities

• Manage book of personal lines business, including home, auto, umbrella, and other personal insurance products.
• Provide prompt and efficient customer service, responding to inquiries regarding policies and coverage.
• Assist clients in the claims process, providing guidance and acting as a liaison between the client and the insurance carrier.
• Handle policy renewals, endorsements, and cancellations in a timely and accurate manner.
• Review and evaluate existing policies and accounts to ensure they meet clients’ current needs.
• Maintain accurate client records and update policy information as needed.
• Present and explain insurance products and services to clients in a clear and professional manner.
• Build and maintain long-term relationships with clients by recommending appropriate coverage options customized to their needs.
• Conduct annual policy reviews to ensure that clients’ coverage aligns with their current needs.
• Collaborate with producers and agents on new business opportunities by gathering required client information and assist in generating quotes.
• Cross-sell additional insurance products when appropriate to meet clients’ evolving needs.
• Identify potential clients through referrals, centers of influence, networking, and marketing initiatives.
• Stay current with industry trends, carrier updates, and regulatory changes.
• Develop and execute strategic plans and procedures for the department in alignment with the company’s overall objectives.

Qualifications

• Current Property & Casualty License.
• 3-5+ years Property & Casualty Account Management experience.
• Comprehensive knowledge of insurance industry products and offerings.
• Excellent interpersonal skills with the ability to build rapport and trust with clients.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Demonstrated self-discipline, accountability, and independence in a remote work environment.
• Strong computer and technology skills. Proficiency in Microsoft Office Suite.
• Experience with AMS360 is a plus.

Benefits

• Competitive salary commensurate with experience.
• Comprehensive benefits package including health, dental, vision, disability & life insurance.
• 401(k) retirement plan with company match.
• Opportunities for professional development and career advancement.

We are an equal opportunity employer committed to creating a diverse and inclusive workplace where all employees can thrive.

This is a remote position.