Job Description

Position Title:

Personal Lines Account Manager

Department:

Customer Service / Insurance Sales

Reports To:

Agency Manager

Employment Status:

Fulltime

FLSA Status:

Nonexempt

Position Summary:

The Personal Lines Account Manager serves as the first point of contact for clients, providing exceptional customer service and policy management support. This role is responsible for maintaining client relationships, handling policy inquiries, processing renewals, and assisting with claims. The Account Manager will work closely with the agency team to ensure a seamless customer experience and uphold Omega Insurance Agency’s commitment to service excellence.

Essential Duties and Responsibilities:

•  Provide timely and accurate information to clients regarding policy details, coverage options, and claims processes.
•  Manage policy renewals, endorsements, and cancellations while ensuring compliance with company policies and regulations.
•  Maintain accurate records of client interactions, transactions, and inquiries in the agency management system.
•  Assist clients with policy changes, billing inquiries, and coverage recommendations.
•  Build and maintain strong client relationships to foster loyalty and retention.
•  Collaborate with other team members to ensure a high standard of customer service.
•  Stay informed on industry trends, policy updates, and regulatory requirements.
•  Participate in training programs to enhance knowledge and service capabilities.

Minimum Qualifications (Knowledge, Skills, and Abilities):

•  Previous experience in customer service or insurance account management is highly desirable.
•  Excellent verbal and written communication skills.
•  Strong problem-solving abilities and attention to detail.
•  Ability to multitask and handle high pressure situations with professionalism.
•  Proficiency in computer systems and basic office software.
•  Strong ability to work independently and as part of a team.
•  Adaptability to changing insurance industry trends and customer needs.
•  Must be available and willing to work onsite in Choctaw, Oklahoma.

Physical Demands and Work Environment:

This position requires prolonged periods of sitting at a desk and working on a computer. Occasional lifting of office supplies (up to 15 pounds) may be required. The work environment is a professional office setting with moderate noise levels.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job related instructions and perform any other job related duties requested by any person authorized to give instructions or assignments.


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