Personal Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Personal Insurance Account Manager to manage and service an established book of personal insurance business, including standard and high-net-worth accounts. This role involves overseeing new and renewal business, maintaining strong client relationships, and ensuring exceptional service, retention, and account growth.

The ideal candidate will have a strong background in personal lines insurance, excellent organizational and communication skills, and the ability to manage a high-volume workload efficiently. This position offers a collaborative work environment with hybrid flexibility following an initial training period.

Responsibilities

• Manage an established book of personal insurance business, ensuring high levels of client satisfaction and retention.

• Handle new and renewal account activities, including gathering underwriting information, completing applications, and maintaining accurate account records.

• Review insurance quotes for accuracy, ensure compliance with agency standards, and prepare coverage proposals for clients.

• Coordinate policy binding, establish payment plans, and issue binders, identification cards, and other policy documents as needed.

• Process policy changes, endorsements, and coverage updates through carrier platforms.

• Assist clients with claims reporting, processing, and follow-up to ensure timely resolution.

• Process agency-billed policy invoices and refunds accurately and efficiently.

• Maintain accurate client records, policy information, and account documentation using Applied EPIC.

• Issue Certificates of Insurance and other required documentation upon request.

• Identify opportunities for account growth, cross-selling, and improved coverage solutions.

• Adhere to established service procedures, performance standards, and regulatory requirements.

• Collaborate with internal teams and carrier representatives to provide efficient and effective client service.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 2 years of experience in Personal Lines account management or client servicing.

• Strong understanding of personal insurance products, underwriting processes, and policy administration.

• Experience with insurance marketing, quoting, and renewal processes.

• Familiarity with Applied EPIC or similar agency management software.

• Proficiency in Microsoft Office, including intermediate Excel skills.

• Excellent communication, organizational, and customer service skills.

• Strong problem-solving abilities with the capacity to resolve complex client issues effectively.

• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

• Adaptable, proactive, and committed to continuous professional development.

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

• Willingness to travel occasionally as needed.

Compensation Package

• Base Salary: $65,000 – $75,000 annually.

• Benefits: Comprehensive benefits package.

• Retirement: 401(k) plan.

• Work Arrangement: Hybrid flexibility available following an initial onsite training period.

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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