Office Manager / Account Manager (Personal or Commercial Lines)

Job Summary

Looking for a dedicated and experienced Office Manager or Account Manager with expertise in Personal or Commercial Lines to join a growing team. This role is ideal for a professional with a strong background in Property & Casualty (P&C) insurance, new business development, and team leadership.

Compensation Package

• Base Salary: $50,000 - $75,000 annually (based on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Oversee daily operations, ensuring staff adherence to systems and processes.
• Act as the primary point of contact for employees with policy-related questions.
• Manage a mix of responsibilities: 30-40% management and the remainder in sales and service.
• Handle warm leads distributed daily.
• Quote and manage new and renewal business, with a focus on new business (50%+).
• Provide training and guidance to team members as needed.
• Work on a variety of accounts, including umbrella, auto, home, condos, rental properties, property, liability, and workers' compensation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 3-4 years of experience in P&C insurance.
  • Proven track record in new business development.
  • Experience in an independent agency setting preferred.
• Technical Skills: Familiarity with EZLynx software is a plus but not required.
• Soft Skills:
  • Strong organizational skills.
  • Team player with a collaborative mindset.
  • Ability to lead and train team members effectively.
  • CRC designation is a plus.
• Other Requirements:
  • Tech-savvy with the ability to adapt to new systems.
  • Stable work history with no frequent job changes.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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