- Salary
- $50k – $65k
- Location
- Tucson, AZ
- Workplace
- Onsite
- Type
- Full-time
- Department
- Insurance
- Seniority
- Manager
- Closing date
- Today
- Source
- Vincere
Description
Personal Lines Account Manager/Account Executive
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager (AM) or Account Executive (AE) to join a growing team. This is an exciting opportunity to work in a dynamic and supportive environment with a focus on high-net-worth clients and accounts generating $250k-$300k+ in revenue. The ideal candidate will have a strong background in personal lines insurance, a proven ability to build relationships, and a passion for delivering exceptional service. This is a fully on-site position with significant growth potential.
Compensation Package
- Salary Range: $50,000 - $65,000 for AM; up to $75,000 for AE (based on 25% of book revenue)
- Benefits:
- Medical, Dental, and Vision Insurance
- Additional Perks:
- Work in a brand-new, modern office
- Collaborative and laid-back team culture
- Opportunities for professional growth and development
Responsibilities
- Account Management:
- Handle a mix of new (20%) and renewal (80%) business.
- Provide exceptional service to high-net-worth clients and manage relationships with relevant carriers.
- Cross-sell and upsell personal lines products to maximize client value.
- Sales and Service:
- Confidently sell and serve personal lines insurance products.
- Close deals and maintain a high level of client satisfaction.
- Administrative Duties:
- Utilize Epic software for account management and documentation.
- Ensure timely and accurate communication with clients and team members.
- Team Collaboration:
- Work closely with the Personal Lines Director and other team members to meet business goals.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license required.
- Experience:
- Minimum of 2+ years in personal lines insurance (not seeking entry-level candidates).
- Proven longevity in previous roles.
- Experience working with high-net-worth clients and related carriers is preferred.
- Technical Skills:
- Proficiency in Epic software or similar platforms.
- Soft Skills:
- Strong written communication skills, particularly in email correspondence.
- Ability to build rapport and maintain professional relationships with clients and colleagues.
- Excellent verbal communication and interpersonal skills.
- Other Requirements:
- Willingness to work fully on-site in a collaborative office environment.
#LI-TS1
Skills
Epic
