Movement Mortgage→
Personal Lines Account Manager /Customer… at Movement… · Fort Mill
Entry LevelOn-siteFull-timeFort Mill, SC$40k–$55k/yr
Skills
insurance concepts and principlespersonal lines insurancep&c licenseaccount managementclient successcoachability
Job Description
Summary: Movement Mortgage is an innovative insurance company focused on creating an excellent client experience. The Personal Lines Account Manager will manage client relationships, advocating for customers to renew and expand their insurance portfolios while ensuring they receive the best coverage and pricing.
Responsibilities:
- Develop and maintain strong, trusted relationships with key client contacts
- Serve as primary client contact for assigned accounts while utilizing a variety of communication channels
- Provide product knowledge and insurance expertise for assigned personal lines book of business
- Advocate for clients to renew and expand their portfolio while obtaining best coverage and pricing
- Proactively manage client escalations to achieve resolution as quickly as possible
- Escalate complex client issues to department leadership with actionable recommendations for solutions
- Develop and manage relationships with various cross-functional stakeholders including sales agents and loan officers
- Maintain accurate internal processing and documentation of assigned accounts within operating systems
Required Qualifications:
- A true passion for people, problem solving and the customer experience
- A team player who is highly ADAPTABLE and COACHABLE and always striving for personal and professional growth
- Demonstrated knowledge of insurance concepts and principles
- Enjoy educating customers on coverages and gaps in their insurance policies
- Excellent organization skills
- Good listening skills with the ability to see situations from the perspective of others
- Ability to solicit, receive and implement feedback with the goal of relentless improvement
- Bachelor's Degree preferred or equivalent work experience
- 1+ years of professional account management or client success experience
- Experience in insurance with an active P&C license (or willingness to obtain one in first 30 days)
Preferred Qualifications:
- Bachelor's Degree preferred or equivalent work experience
Required Skills: Insurance concepts and principles, Personal lines insurance, P&C license, Account management, Client success, Coachability
Benefits: Competitive pay, Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE, Retirement plan: 401(k) and Roth, Paid Time Off: 16 days front loaded. Prorated based on the start date month, 11.5 paid holidays per year, Employee assistance program, Excellent career growth opportunity, Fun, team-focused working environment, Employee driven community outreach program
Benefits
Competitive pay
Benefits Offered: Medical, Dental, Vision, Life, Disability, Critical Care, Hospitalization, HSA, FSA, DCFSA and QTE
Retirement plan: 401(k) and Roth
Paid Time Off: 16 days front loaded. Prorated based on the start date month
11.5 paid holidays per year
Employee assistance program
Excellent career growth opportunity
Fun, team-focused working environment
Employee driven community outreach program