Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and professional Personal Lines Account Manager to join a team. This role is pivotal in servicing and quoting standard personal lines accounts, ensuring client satisfaction and maintaining the high standards of organization. The ideal candidate will have a strong background in personal lines within an independent agency, excellent communication skills, and the ability to work both independently and collaboratively. This is a hybrid position requiring three days onsite per week.

Compensation Package

• Salary Range: $65,000 - $75,000 annually, commensurate with experience.
• Comprehensive benefits package.

Responsibilities

• Service and manage a portfolio of standard personal lines accounts.
• Quote new and renewal business to meet client needs and organizational goals.
• Provide exceptional customer service through professional written and verbal communication.
• Collaborate with team members to ensure seamless account management.
• Maintain accurate records and documentation in the Epic software system.

Qualifications/Requirements

• Experience: Prior experience in personal lines within an independent agency is required.
• Licenses/Certifications: Relevant insurance licenses are required.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong written and verbal communication skills with attention to grammar and professionalism.
  • Ability to work independently while being a collaborative team player.
  • Self-sufficient and proactive, with the ability to seek guidance when needed.
  • Non-confrontational and solution-oriented approach to challenges.
• Work Experience: Preference for candidates with a stable work history and a commitment to long-term employment.

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