Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a professional team. This role involves managing a well-established book of business, providing top-notch service to a loyal client base, and ensuring a seamless transition as the current Account Manager prepares for retirement. If you are a knowledgeable and client-focused insurance professional looking for a stable and supportive work environment, encourage you to apply.

Compensation Package

• Base Salary: $55,000–$65,000 annually (higher compensation considered for highly experienced candidates).
• Paid Time Off (PTO): 3–4 weeks annually, flexible for vacation, sick time, or personal days.
• Health Insurance: Flexible options, including reimbursement or inclusion in the agency plan.
• Work Schedule: Favorable office hours, Monday–Thursday (8:30 AM–4:30 PM) and Friday (8:30 AM–4:00 PM), with a one-hour lunch break.

Responsibilities

• Manage a Personal Lines book of business with approximately $3M in annual premiums, 1,300 policies, and 400 clients.
• Provide exceptional service to clients, handling all aspects of their insurance needs, including Home, Auto, Boat, Umbrella, Secondary Homes, Beach/Lake Homes, and Rental Properties.
• Collaborate with agency leadership on key accounts and clients as needed.
• Ensure a smooth transition by working alongside the retiring Account Manager for 2–4 months to gain valuable insights and knowledge about the book of business.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years of Personal Lines account management/service experience, preferably within an independent insurance agency. Candidates with strong experience from captive agencies (e.g., Allstate, State Farm) will also be considered.
• Skills: Strong organizational, communication, and customer service skills. Ability to manage a high volume of policies and clients effectively.
• Work Ethic: Honest, friendly, professional, knowledgeable, and productive.
• Technology Proficiency: Familiarity with insurance software (specific platform to be confirmed).

#LI-PM1