Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and client-focused Personal Lines Account Manager to join a team. As a Personal Lines Account Manager, you will manage a fresh book of business, handle standard personal lines accounts, and work collaboratively with a supportive and tight-knit team. This is an excellent opportunity for an experienced professional who is passionate about client service and eager to grow within a dynamic and education-focused organization.

Compensation Package

• Salary Range: $50,000 - $70,000 annually
• Incentives: Quarterly incentive plan based on office goals (new business and retention)
• Performance Reviews: Annual reviews for raises and performance
• Benefits: Comprehensive benefits package provided

Responsibilities

• Manage a fresh book of business, focusing on standard personal lines accounts such as home, auto, and umbrella policies
• Provide exceptional service to clients, addressing their insurance needs and inquiries
• Quote new and renewal business, with a focus on new business acquisition
• Collaborate with team members and leadership to achieve office goals for new business and retention
• Maintain accurate and up-to-date records in the Applied EPIC system

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are highly preferred
• Experience: Minimum of 2+ years in sales or service; 5+ years preferred (candidates with captive experience will be considered)
• Technical Skills: Proficiency in Applied EPIC software is preferred
• Soft Skills:
  • Passionate about client service and team collaboration
  • Positive attitude and eagerness to learn and grow
  • Strong interpersonal and communication skills
  • Detail-oriented and organized
  • Client-focused with a commitment to delivering high-quality service

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