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Personal Lines Account Manager

Germer Insurance Services
Job Description

Job Responsibilities:

Provides service to clients' changing insurance needs by selling and servicing property and casualty insurance.

Insurance Agent Job Duties:

(included but not limited to the following)

  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
  • Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings.
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage.
  • Maintains customer records by updating account information in agency management system.
  • Develops a coordinated protection plan by calculating and quoting rates for coverage.
  • Obtains underwriting approval by completing application for coverage.
  • Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
  • Provides continuing service by processing changes and policy applications.
  • Reassessing client needs.
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.**

Account Manager Skills and Qualifications:

Requires a general agent’s license.

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis.

Job Type: Full-time

Salary: $31,600.00 to $40,000.00 /year based on experience


  • Insurance sales: 3 years (Required)
  • Insurance License (Required)

Additional Compensation:

  • Commission
  • Bonuses

Work Location:

  • One location


  • Ops Manager

Desired Skill(s):

  • Customer service
Contact Information

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