Personal Insurance Account Manager

Personal Lines Account Manager (PLAM)

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager (PLAM) to join a team. This role is a replacement position within a well-established organization that has been serving clients since 1956. The ideal candidate will be a team-oriented professional with a strong background in personal lines insurance, capable of managing accounts from start to finish while providing exceptional service. This is an excellent opportunity to join a collaborative and fun work environment with no micromanagement and early Friday closures year-round.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Incentives: 50% commission on new business and 50% commission on renewals
• Benefits:
  • Health Insurance (BCBS) – Company covers 50% of single and family health plans
  • Dental and Vision Insurance included
• Work Hours:
  • Monday to Thursday: 9:00 AM - 5:00 PM
  • Friday: 9:00 AM - 2:30 PM

Responsibilities

• Manage a portfolio of personal lines insurance accounts, including auto, home, renters, condo, umbrella, and recreational vehicles.
• Handle all aspects of account servicing, including quoting, renewals, and policy changes.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Cross-sell, upsell, and round out accounts to maximize client coverage and satisfaction (no sales quotas).
• Collaborate with the Personal Lines Assistant for quoting and administrative support.
• Maintain accurate records and documentation in AMS 360 software.

Qualifications/Requirements

• Experience: Minimum of 3 years in personal lines insurance is preferred; candidates with captive experience are welcome to apply.
• Licensure: Property & Casualty (P&C) license preferred; must obtain immediately after hire if not already licensed.
• Technical Skills: Proficiency in AMS 360 or similar insurance management software is highly desirable.
• Knowledge: Familiarity with standard personal lines insurance products and minimal exposure to high-net-worth accounts.
• Attributes: Strong organizational skills, attention to detail, and a client-focused mindset.

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