Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role is responsible for servicing and managing a portfolio of personal lines accounts, providing exceptional client service, and supporting account retention and growth. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a commitment to delivering a high level of customer service.

Responsibilities

• Serve as a primary point of contact for personal lines clients, responding to inquiries and providing ongoing account support.

• Manage policy servicing activities, including endorsements, renewals, policy changes, and coverage reviews.

• Quote and market new and renewal business with carriers.

• Build and maintain strong client relationships to support retention and client satisfaction.

• Review policies for accuracy and ensure client records are maintained and updated.

• Process documentation, correspondence, and insurance-related transactions in a timely and accurate manner.

• Collaborate with carrier partners and internal team members to deliver effective insurance solutions.

• Assist clients with coverage questions and provide recommendations based on their insurance needs.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license, or the ability to obtain one.

• 2-5+ years of personal lines insurance experience preferred.

• Experience working with high-net-worth personal lines clients is a plus.

• Experience with Applied EPIC is preferred.

• Strong communication, organizational, and problem-solving skills.

• Ability to manage multiple priorities in a fast-paced environment.

• Detail-oriented with a strong customer service focus.

• Ability to work independently and collaboratively within a team environment.

Compensation Package

• Salary Range: $55,000 - $65,000 annually, depending on experience.

• Discretionary bonus opportunity.

• Competitive benefits package, paid time off, and professional development opportunities.

• Onsite position with potential for hybrid flexibility.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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