Personal Insurance Account Manager

LocationStockton
Job type Permanent
DisciplineAgency
Reference150495

Job description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. The ideal candidate will manage a book of business with a total premium of $4 million, including home, auto, umbrella, and some high-net-worth accounts. This role requires a proactive individual with strong technical skills, a customer-focused mindset, and the ability to handle renewals, quoting, marketing, and cross-selling.

This is a hybrid position, requiring 1-2 days in the office and the remainder of the week working remotely.

Compensation Package

  • Salary Range: $60,000 - $75,000 annually
  • Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a book of business consisting of 800 client accounts with $4 million in premium
  • Handle renewals, quoting, cross-selling, and upselling opportunities
  • Process endorsements and provide exceptional customer service
  • Collaborate with a virtual assistant for back-end support
  • Work with standard lines accounts, including home, auto, and umbrella policies
  • Utilize AMS360 software for account management and documentation

Qualifications/Requirements

  • Active Property & Casualty (P&C) License
  • Minimum of 3 years of experience in a similar role
  • Proficiency in AMS360 or similar agency management software
  • Strong technical skills and ability to adapt to new technologies
  • Excellent communication and interpersonal skills
  • A proactive, go-getter mentality with a focus on client satisfaction

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