The Personal Lines Account Manager will provide client support, manage policies, resolve issues, and collaborate with sales teams to ensure client satisfaction.
We are seeking a dedicated and experienced Personal Lines CSR to join our team in the Chicagoland area. We're a multi-line independent insurance agency with a strong focus on personalized service and deep community roots. We're looking for a detail-oriented professional to provide exceptional support to our personal lines clients.
Seeking a Personal Lines CSR candidate, proficient in the AMS 360 Management System or Vertafore, with at least 3 years of experience. Bonus, but not required, if candidate has Commercial Lines experience.
Required to have and maintain a current Property and Casualty License.
Option to work fully remote after first 60 days with mutually agreed upon in-person training days and agency office meeting once or twice a month.
Majority of collaborative meetings conducted over TEAMS; expected to attend 6 in-person meetings per year.
Required to have and maintain a current Property and Casualty License.
Option to work fully remote after first 60 days with mutually agreed upon in-person training days and agency office meeting once or twice a month.
Majority of collaborative meetings conducted over TEAMS; expected to attend 6 in-person meetings per year.
Key Responsibilities
- Client Support: Serve as the primary point of contact for personal lines clients, handling all service requests including policy changes, billing inquiries, and claims assistance.
- Policy Management: Process endorsements, renewals, and other policy-related documentation with accuracy and efficiency.
- Problem Resolution: Proactively address and resolve client issues, ensuring a high level of customer satisfaction.
- Collaboration: Work closely with our sales team and carriers to provide seamless support and ensure client needs are met in a timely manner.
Skills, Knowledge and Expertise
- P&C License: Must hold a current Property & Casualty license.
- Experience: A minimum of 2 years of experience as an insurance CSR is required, with a preference for candidates who have prior independent agency experience.
- Skillset: Strong organizational skills, excellent attention to detail, and a customer-focused mindset.
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
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