Personal Lines Account Manager

Personal Lines CSR/Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines CSR/Account Manager to join a well-established, full-service independent insurance agency. Founded in 1967 and acquired in 2019, the organization prides itself on delivering exceptional service to a clients. This role involves managing a variety of small to mid-size accounts, with a focus on personal lines and some commercial lines. The ideal candidate will have a strong background in servicing accounts end-to-end and a passion for providing outstanding customer service.

This is a full-time, in-office position, with the possibility of a hybrid arrangement for the right candidate.

Compensation Package

• Salary Range: $55,000 - $65,000 for Personal Lines; $65,000 - $75,000 for Commercial Lines
• Benefits: Comprehensive benefits package
• Work Arrangement: Fully in-office; hybrid may be considered for exceptional candidates
• Travel: Not required

Responsibilities

• Manage and service a portfolio of small to mid-size accounts, with a focus on personal lines and some commercial lines.
• Handle all aspects of account servicing, including binders, endorsements, certificates, ID cards, and renewals.
• Quote new and renewal business to ensure competitive pricing and coverage for clients.
• Maintain strong relationships with clients, providing exceptional customer service and addressing inquiries promptly.
• Utilize Epic software to manage accounts and documentation efficiently.
• Collaborate with team members to ensure seamless account management and client satisfaction.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required; CIC designation preferred.
• Experience: 3-5+ years of experience in account servicing, with a proven ability to manage accounts from start to finish.
• Technical Skills: Proficiency in Epic software or similar platforms.
• Account Expertise: Experience with small to mid-size accounts, including heavy condo accounts, is highly desirable.
• Skills: Strong organizational, communication, and problem-solving skills.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

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