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Personal Lines Account Manager - Berwyn Pennsylvania

Company: Alera Group
Location: Berwyn, Pennsylvania
Posted On: 04/26/2024

-Simkiss & Block an Alera Group Company is seeking a Personal Lines Account Manager to join our -Property & Casualty team. -Simkiss & Block is a client-focused, consultative, independent insurance agency serving the Main Line Area and beyond. We specialize in catering to high-net-worth individuals and have been recognized for our excellence by being awarded the Best Places to Work by the Worldwide Broker Network in 2021. -Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? -Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? - -If that's what you're looking for, this is your chance to be part of an amazing organization! -The primary responsibility of the -Personal Lines Account Manager will be responsible for servicing a designated segment of Personal Lines accounts, including auto, homeowners, and excess lines. The role emphasizes providing personalized assistance to clients, promoting teamwork, and delivering exceptional customer service with professionalism. -

  • Service Personal Lines clients via calls, emails, mail, and office visits as needed.
  • Write new Personal Lines policies for existing clients, including quoting, application preparation, binders, policy issuance, and processing down payments.
  • Discuss and advise clients on policy coverage recommendations.
  • Conduct account rounding by offering quotes for other lines of insurance to contribute to agency growth.
  • Review renewal policies, make suggestions to clients, and remarket if necessary to retain business.
  • Guide clients through the claims reporting process and provide assistance throughout the claim process.
    • P&C Licensed
    • 2-3 years of Personal Lines insurance experience preferred.
    • Prior Customer Service experience required.
    • Proficiency in Microsoft Office Suite.
    • Exceptional organizational skills.
    • Emphasis on teamwork.
      We're an -equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. -If you're a California resident, please read the -California Consumer Privacy Act -prior to applying. -#LI-AM1#LI-Hybrid -PandoLogic. Category:Finance, Keywords:Risk Analyst, Location:Berwyn, PA-19312 More...

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