Join Our Team: Personal Lines Account Manager

About Fleis Insurance:

Business Hours - 8am-5pm Monday - Thursday and 8am-1pm Fridays

With a legacy spanning over 60 years, Fleis Insurance stands as a beacon of reliability in the insurance industry. Our dedication goes beyond providing exceptional services to clients; we are equally committed to impacting our community positively. As we continue on a strategic path of growth and expansion, we uphold our unique family feel, ensuring all team members find a sense of belonging and purpose. Visit us at www.fleisinsurance.com to learn more about how we blend stability with innovation.

About the Role:

As a Personal Lines Account Manager, you play a crucial role in sustaining and nurturing our client relationships. You are entrusted with a portfolio of clients, serving as their dedicated guide for navigating insurance processes, exploring growth opportunities, and ensuring their continued satisfaction and loyalty.

Key Responsibilities:

Achieve a minimum of 93% retention rate by delivering exceptional service, identifying and pursuing growth opportunities, and generating referrals.
Conduct comprehensive account reviews, identify potential improvements, and educate clients on the full spectrum of services and benefits available to them.
Proactively engage with clients to understand their evolving needs, identify coverage gaps, and recommend new insurance solutions, thereby driving revenue growth within your book of business.
Re-engage canceled clients by understanding their reasons for departure and offering tailored solutions to win back their business.
Provide prompt, empathetic assistance for claims, billing inquiries, and policy adjustments, ensuring a seamless and supportive client experience.
Employ meticulous documentation practices to maintain accurate, up-to-date client records and reduce E&O exposures.
Embrace continuous improvement, regularly seeking and implementing efficiency enhancements, utilizing advanced technology tools, and maintaining a positive, professional attitude.
Support agency marketing initiatives by contributing ideas, participating in branding opportunities, and leveraging your client interactions to enhance our market presence.

Your Contribution to the Team Includes:

Be a catalyst for positive energy and support within your team, offering assistance, sharing insights, and maintaining constructive, collaborative relationships.
Engage in proactive communication, particularly in times of challenge, ensuring that resources are appropriately allocated and team objectives are uninterrupted.
Alignment with the agency’s values of integrity, effectiveness, loyalty, and service to the community.

Why Join Us:

At Fleis Insurance, we're not just offering a job; we're inviting you to be a part of something that impacts lives and communities. Here's why you should consider joining us:
Rewarding Compensation and Comprehensive Benefits: Enjoy a competitive package that includes health, life, and disability insurance, a minimum of 3 weeks PTO, paid holidays, and various opportunities for bonuses.
Investment in Your Future: Take advantage of our 401(k) with a guaranteed safe harbor employer contribution, ensuring your future is as secure as the clients we serve.
Professional Growth and Recognition: Receive due recognition for your contributions through our growth bonus and anniversary bonus schemes. Experience structured professional development, with regular pay reviews to ensure your career progression is on track.
Work-Life Harmony: Our office hours are designed to support a balanced lifestyle, with a shorter workday on Fridays and team-building events that cultivate a strong sense of community.
Culture of Care: Thrive in a supportive workplace that upholds a family feel, where empathy and positive relationships are nurtured.
Making a Difference: Feel fulfilled knowing your work extends beyond the office through our commitment to community involvement and local initiatives.

What We Expect from You:

Proven experience in personal lines insurance account management, with a track record of achieving retention and growth targets.
Strong interpersonal and communication skills, enabling effective client consultations and internal collaborations.
Strategic mindset with an ability to identify opportunities, anticipate challenges, and engage clients with a consultative approach.
Commitment to continuous learning, personal improvement, and the application of best practices in your role.

Join Our Journey:

Embark on a fulfilling career path at Fleis Insurance, where your dedication, professionalism, and expertise as a Personal Lines Account Manager significantly influence our collective success. Here, every interaction is an opportunity for excellence, every challenge a pathway to growth. Be part of a narrative where your journey enhances our shared objectives, and your achievements write the future chapters of our ongoing success story. Welcome aboard Fleis Insurance!

If you're ready to be more than an employee, to influence, inspire, and make a mark, Fleis Insurance is ready for you. Apply today and let’s begin this exciting journey together toward a future where your ideas lead to impact, and your hard work is met with recognition and gratitude.

To learn more about us, visit www.fleisinsurance.com. Your new professional journey starts here.

Job Type: Full-time

Pay: $22.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

401(k)
Disability insurance
Flexible schedule
Health insurance
Paid time off

Work Location: In person

Fleis Insurance

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Personal Lines Account Manager