Personal Insurance Account Manager - Hybrid

Personal Lines Account Manager - Hybrid

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role offers an exciting opportunity to manage a $2.6 million book of business, focusing on standard personal lines accounts. The ideal candidate will bring a customer-focused approach, strong organizational skills, and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $55,000 - $75,000 (commensurate with experience)
• Incentives: Cross-sell and up-sell bonuses
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid (2 days work-from-home, 3 days in-office after 90 days)
• Additional Perks: Collaborative company culture, low turnover, and excellent benefits

Responsibilities

• Manage a $2.6 million book of business, with accounts averaging $4,000 in premium (up to $12,000).
• Provide end-to-end servicing of personal lines accounts, including renewals, policy changes, and client inquiries.
• Collaborate with the claims department and processors for administrative tasks such as certificates.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Utilize Applied EPIC software for account management and documentation.
• Identify opportunities for cross-selling and up-selling to enhance client portfolios.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; must obtain within six months if not currently licensed.
• Experience: Minimum of 2 years in personal lines insurance; candidates with captive experience are welcome to apply.
• Technical Skills: Proficiency in Applied EPIC software is a plus.
• Skills: Strong communication, organizational, and customer service skills.
• Work Ethic: Self-motivated, detail-oriented, and able to thrive in a collaborative team environment.

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