Personal Lines Insurance Account Manager / CSR

Job Description

Do you want a professional fast-paced work environment where your day will fly by?

Do you want to work for an ethical company? This may be your dream job!

Come join our Personal Insurance department as an Account Manager and assist with the ongoing management and retention of Personal insurance accounts by providing the highest level of customer service.

We are a sophisticated independent insurance agency that loves to serve our customers and create a superior workplace environment for our employees.

Voted Best Agency in Plymouth three years in a row!

We have relationships with dozens of insurance companies, allowing us to counsel our clients and help find the best combination of coverage and price.

We offer excellent support and ongoing training for our employees along with an outstanding benefit package.

Our agency is an exciting, fast paced and growing organization.

Come and grow with us!

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Great Culture!

Team Atmosphere

Personal lines account managers are responsible for the retention of a book of clients through excellent relationship building skills including: customer service, a high level of insurance expertise and great attention to detail. You will also maintain partnerships with the producers and underwriters to support business development in our personal lines department. This is NOT a sales position.

This is a full time, long term position.

• Make customers love you
• Process and issue new customer policies
• Manage endorsements and changes
• Assist customers at time of claim
• Policy and coverage review at time of renewal
• Remarketing and proposals
• Maintain very detailed records
• Organize, prioritize and juggle many tasks daily

• Property and casualty insurance license - REQUIRED
• 2 years personal lines experience - REQUIRED
• Great attitude
• Willing to learn and grow
• Excellent verbal and written communication skills
• Ability to learn new software quickly
• Very efficient with time management

Kaplan Insurance Agency is an independent insurance agency with integrity. We act as advisors to our clients for both their commercial and personal insurance needs. We excel with clients who need a little more sophistication to their insurance coverage.

We love what we do!