HALU Insurance

HALU Insurance Insurance brokerage specializing in Home, Auto, Umbrella, and Life Insurance

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07/05/2024

Job Description: Insurance Personal Lines Account Manager
Position Title: Personal Lines Account Manager
Location: Colorado

Salary Range: $55,000 - $70,000 per year, depending on experience and qualifications

Job Summary:
We are seeking a dedicated and experienced Personal Lines Account Manager to join our team in Colorado. The ideal candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. This role involves servicing existing accounts, cross-selling additional coverages, and developing relationships with clients to secure long-term business.

Key Responsibilities:
• Client Management: Maintain and manage a portfolio of personal lines insurance clients, ensuring their insurance needs are met and exceeded.
• Customer Service: Provide exceptional customer service by responding to client inquiries, resolving issues, and offering expert advice on insurance matters.
• Policy Servicing: Process policy renewals, endorsements, and cancellations, and billing concerns. Ensure accuracy and compliance with all insurance regulations and company policies.
• Sales and Cross-Selling: Identify opportunities to cross-sell additional coverages and products to existing clients to enhance their insurance portfolio.
• Claims Assistance: Assist clients with filing and managing insurance claims, providing guidance throughout the process.
• Documentation and Record-Keeping: Maintain accurate and up-to-date client records in the agency management system.
• Market Knowledge: Stay informed about industry trends, market conditions, and competitors’ products to provide clients with the best possible advice.
• Team Collaboration: Work collaboratively with other team members to achieve company goals and provide support as needed.
Qualifications:
• Education: High school diploma or equivalent required. A bachelor's degree in business, finance, or a related field is preferred.
• Experience: Minimum of 2-3 years of experience in personal lines insurance account management or a similar role.
• Licensing: Must hold a valid Colorado Property and Casualty Insurance License.

Skills:
• Strong knowledge of personal lines insurance products and services.
• Excellent customer service and communication skills.
• Proficiency in using insurance agency management software.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Effective problem-solving and decision-making skills.
Benefits:
• Competitive salary within the specified range.
• Paid time off (PTO) and holidays.
• Continuing education and professional development opportunities.
• Flexible work environment with potential for remote work.

How to Apply:
Interested candidates are invited to email their resume and cover letter outlining their qualifications and experience to [email protected]. Please include "Personal Lines Account Manager - Colorado" in the subject line of your email.

About Us:
HALU Insurance is a reputable insurance agency dedicated to providing comprehensive personal and commercial insurance solutions. We pride ourselves on delivering exceptional service and building long-term relationships with our clients. Join our team and become part of a dynamic and supportive work environment.

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Address

8340 W Coal Mine Avenue, Ste B
Littleton, CO
80123

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3:30am

Telephone

+13032452114

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