Personal Lines Account Manager

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📌 Core Information

🔹 Job Title: Personal Lines Account Manager

🔹 Company: World Insurance Associates, LLC.

🔹 Location: Exeter, New Hampshire, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Tue Apr 01 2025

🔹 Experience Level: 5-10 years

🔹 Remote Status: Not specified

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Supporting the Account Executive with client management and retention
• Managing a high volume book of Personal Lines Insurance business
• Ensuring tasks are completed accurately and on time
• Building positive client relationships

ASSUMPTION: The role is focused on client retention and management due to its emphasis on relationship building and accurate task completion.

📋 Key Responsibilities

✅ Managing high volume of Personal Lines Insurance business

✅ Building client loyalty and providing high levels of advocacy

✅ Handling renewals, service requests, claims, billing, and new policies

✅ Understanding market appetites and underwriting guidelines

✅ Reviewing all applications, policies, endorsements, and audits for accuracy

✅ Completing loss/claim analysis and summaries

✅ Coordinating expiration lists for renewal information

ASSUMPTION: The role requires a balance between administrative duties and client interaction, leveraging both skills for effective management.

🎯 Required Qualifications

Education: Bachelor’s degree or equivalent work experience preferred

Experience: 3-7 years minimum in Personal Lines Account Management required

Required Skills:

• Property & Casualty License
• Strong administrative skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)

Preferred Skills:

• Experience with Applied/Epic or similar agency management software
• Strong problem-solving skills

ASSUMPTION: A focus on technical proficiency and experience in handling large volumes of client accounts is critical due to the nature of the work.

💰 Compensation & Benefits

Salary Range: Not specified

Benefits:

• Industry-standard benefits expected
• Potential for bonuses based on performance
• Opportunities for professional development

Working Hours: 40 hours per week, with potential needs for flexibility to meet client demands.

ASSUMPTION: Compensation likely includes base salary with performance incentives to drive client retention and satisfaction.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance, with a focus on both personal and commercial lines

Company Size: 1,001-5,000 employees, indicating a well-established medium to large business environment

Founded: World Insurance Associates was founded in 2011

Company Description:

• Offers comprehensive insurance products and services
• Catering to specialized industries
• Focus on local relationships with large resource capabilities

Company Specialties:

• Trucking & Transportation Insurance
• Restaurant & Bar Insurance
• Business and Personal Lines Insurance

Company Website: http://www.worldinsurance.com

ASSUMPTION: The company's growth and large network provide diverse opportunities for learning and development within the insurance sector.

📊 Role Analysis

Career Level: Mid to Senior level, with a focus on experienced account management professionals

Reporting Structure: Directly supports the Account Executive

Work Arrangement: On-site role for better client interaction and team dynamics

Growth Opportunities:

• Potential to move into senior management roles
• Opportunities to network within a growing industry
• Access to a broad range of insurance products and services

ASSUMPTION: The position offers growth into higher responsibilities due to the company's expansive and growing nature.

🌍 Location & Work Environment

Office Type: Traditional office setting within a dynamic team environment

Office Location(s): Primarily in Exeter, New Hampshire

Geographic Context:

• Located in a historic area with a community-focused business approach
• Proximity to major cities such as Boston
• Access to regional and diverse client base in the northeastern U.S.

Work Schedule: Standard business hours with occasional requirements to meet client needs

ASSUMPTION: Office environment fosters collaboration with local teams, providing a personal approach to client management.

💼 Interview & Application Insights

Typical Process:

• Initial application screening
• Phone or virtual interview
• In-person interview with senior team members

Key Assessment Areas:

• Client management expertise
• Technical skills in insurance processes
• Problem-solving abilities

Application Tips:

• Emphasize client management experience in your application
• Demonstrate knowledge of industry tools and software
• Highlight any achievements in client retention

ATS Keywords: Client Management, Personal Lines Insurance, Relationship Building, Service Requests, Claims Handling

ASSUMPTION: The selection process focuses on a candidate’s ability to adapt and manage client accounts effectively, showcasing their problem-solving skills.

🛠️ Tools & Technologies

• Microsoft Office Suite (Word, Excel, PowerPoint)
• Applied/Epic Agency Management Software or similar
• CRM tools specific to insurance industries

ASSUMPTION: Familiarity with industry-standard tools will be crucial for managing and optimizing client interactions and administrative tasks.

👔 Cultural Fit Considerations

Company Values:

• Commitment to client satisfaction and advocacy
• Support for diversity and inclusion
• Encouragement of ongoing professional growth

Work Style:

• Collaborative and team-oriented approach
• Responsive and adaptive to client needs
• Detail-oriented and proactive in problem-solving

Self-Assessment Questions:

• Am I able to manage multiple client accounts effectively?
• Do I enjoy building and maintaining client relationships?
• How comfortable am I with working under tight deadlines?

ASSUMPTION: cultural fit is essential as the role emphasizes teamwork and client interaction, requiring adaptability in a dynamic work environment.

⚠️ Potential Challenges

• Balancing high volumes of client accounts
• Meeting stringent deadlines efficiently
• Staying updated with market and regulatory changes
• Managing diverse client needs and expectations

ASSUMPTION: Successfully navigating these challenges will require a mix of strong organizational skills and the ability to work under pressure.

📈 Similar Roles Comparison

• Increased focus on relationship building compared to sales roles
• Necessity for extensive knowledge of personal lines insurance
• More client retention and service-oriented than some sales-focused positions

ASSUMPTION: The role is similar to other client management positions in terms of responsibilities, but with a specific focus on personal lines and retention.

📝 Sample Projects

• Coordinating a successful client policy renewal campaign
• Implementing new client management strategies to improve satisfaction
• Conducting a market analysis to enhance client offerings

ASSUMPTION: Involvement in projects that drive client satisfaction and improve service offerings will be common, aiding in professional development.

❓ Key Questions to Ask During Interview

• How does the company measure success in client management roles?
• What tools and resources are available to support client retention?
• Can you describe a typical career progression for someone in this position?
• What are the most significant challenges faced by the account management team?
• How does the company support continuous learning and professional development?

ASSUMPTION: Interview questions should aim to uncover the company's support for professional development and the specifics of role challenges.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare a resume that highlights relevant experience
• Emphasize skills in client management and personal lines insurance
• Include any relevant certifications or licenses
• Prepare for potential interviews by reviewing your client management experiences

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.

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