Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a growing team. This role is integral to the agency's success, as you will manage a high-volume book of business, provide exceptional service to clients, and contribute to the overall growth of the agency.

Compensation Package

• Competitive Salary: Based on experience, with a commitment to paying above the median market rate to attract top talent.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Equipment: Provided for remote employees.

Responsibilities

• Manage a high-volume book of business, including quoting, renewing, and servicing personal lines accounts.
• Handle the full account management process, ensuring client satisfaction and retention.
• Work with real estate investors, property accounts, and other small commercial accounts.
• Utilize agency management software (Nowcerts - Momentum) and CRM (Agency Zoom) to streamline workflows.
• Collaborate with team members to maintain a positive and productive work environment.
• Participate in occasional in-office training sessions and company events.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: 3-5 years of personal lines account management experience, with a strong understanding of E&S coastal markets.
• Technical Skills: Proficiency in agency management software and CRM systems.
• Soft Skills:
  • Self-motivated and driven.
  • Strong problem-solving abilities.
  • Excellent communication and interpersonal skills.
  • Adaptability to new technologies and processes.
  • Team-oriented with a collaborative mindset.

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