Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. You will manage a $2.5 million premium book of business, primarily focusing on personal lines such as home, auto, umbrella, and fire insurance. If you are customer service-oriented, reliable, and thrive in a laid-back yet professional environment, we encourage you to apply.

Compensation Package

• Salary Range: $70,000 - $85,000 annually (based on experience)
• Work Schedule: 8:00 AM - 5:00 PM

Responsibilities

• Provide exceptional customer service to clients, ensuring their needs are met with professionalism and efficiency.
• Manage renewals, endorsements, certificates of insurance (COIs), and cross-selling opportunities.
• Handle a book of business consisting of standard market accounts, with some high-net-worth clients.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Assist with quoting new and renewal business, with a primary focus on renewals.
• Proactively identify opportunities to bring in new business.

Qualifications/Requirements

• Licensing: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years in an independent brokerage setting.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong customer service orientation with a warm and personable demeanor.
  • Reliable and dependable with excellent organizational skills.
  • Ability to work collaboratively in a team-oriented environment.
  • Strong communication skills and attention to detail.
  • A proactive approach to problem-solving and client engagement.

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