Personal and Commercial Account Manager

Commercial/Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial/Personal Lines (CL/PL) Account Manager to join a team. This role is integral to maintaining and growing a book of business while delivering exceptional service to our clients. The ideal candidate will have a strong background in insurance account management, excellent organizational skills, and a client-focused mindset.

Compensation Package

• Salary Range: $40,000 - $60,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package available (details provided upon request).

Responsibilities

• Manage and service a portfolio of commercial and personal lines accounts.
• Handle quoting for new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining strong relationships.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Maintain accurate and up-to-date records in the AMS software system.
• Support the team with administrative tasks as needed to ensure efficient operations.

Qualifications/Requirements

• Licenses/Designations: Active insurance license required.
• Experience: Minimum of 1 year of experience in insurance account management; 3 years preferred.
• Software Proficiency: Experience with AMS software is highly desirable.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Excellent organizational and time management abilities.
  • Attention to detail and accuracy in all tasks.
  • Problem-solving mindset with the ability to work independently and as part of a team.
  • Adaptability and a proactive approach to challenges.

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