Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a dynamic team. This role involves managing a mid-market book of business, focusing on standard personal lines such as home, auto, and umbrella insurance. The ideal candidate will have a strong background in brokerage, excellent communication skills, and a passion for delivering exceptional client service.

Compensation Package

• Salary Range: $80,000 - $90,000 annually
• Health Insurance: 100% coverage for employees, 50% for dependents (Kaiser and Anthem plans)
• Dental Insurance: 75% coverage
• Disability Insurance: Full coverage after one year
• Stock Options: Earn stock after one year
• Equipment: Provided for remote employees

Responsibilities

• Manage a $4 million premium book of business, focusing on personal lines accounts
• Handle renewals, cross-selling, and rounding accounts
• Provide exceptional client service and maintain strong client relationships
• Collaborate with the back-office team for Certificates of Insurance (COI) and policy changes
• Quote new and renewal business, with a primary focus on renewals
• Work closely with producers and other team members to ensure client satisfaction

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: Minimum of 3 years in a brokerage environment, specifically in personal lines insurance
• Software Proficiency: Experience with Epic software is required
• Soft Skills:
  • Personable and approachable demeanor
  • Strong team player with a collaborative mindset
  • Excellent communication skills, both verbal and written
  • Timely and organized in managing tasks and deadlines
  • Ability to build and maintain strong client relationships

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