Personal Lines Account Manager - Hybrid

Personal Lines Account Manager - Hybrid

Job Summary

Seeking a motivated and experienced Personal Lines Account Manager to join a well-established and growing team. This role offers a unique opportunity to work with a reputable agency that specializes in personal lines insurance, with a strong focus on delivering exceptional service and cross-selling opportunities. The position is hybrid, with a mix of in-office and remote work after the initial training period.

Compensation Package

• Salary Range: $50,000 - $65,000 annually
• Benefits: Comprehensive benefits package, including health insurance
• Work Arrangement: Hybrid model (onsite training for a few months, then remote work on Wednesdays and Fridays)

Responsibilities

• Manage a portfolio of personal lines insurance accounts, ensuring high levels of client satisfaction and retention.
• Handle a mix of 50% sales and 50% service (with an expected shift to 70% service and 30% sales over time).
• Proactively round and cross-sell insurance products to existing clients.
• Quote new and renewal business, ensuring accuracy and compliance with company standards.
• Utilize Xanatek software to manage client information and process transactions.
• Collaborate with team members to meet agency goals and contribute to a positive work environment.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in personal lines insurance; experience with Erie Insurance is a plus but not required.
• Skills: Strong sales and customer service skills, with a willingness to engage in cross-selling and upselling.
• Language: Spanish-speaking candidates are highly desirable.
• Technical Proficiency: Familiarity with Xanatek software or similar systems is preferred.
• Work Ethic: Must be adaptable, detail-oriented, and comfortable working in a hybrid environment.

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