Personal Lines Account Manager

 

Job Summary
An established agency is seeking a personable and motivated Personal Lines Account Manager to provide exceptional service to clients. This role involves handling new and renewal business, quoting, policy issuance, and identifying cross-sell opportunities while maintaining strong client relationships.

 

Responsibilities

• Provide timely and accurate quotes for new and renewal business.
• Manage overall account servicing, including policy changes, billing inquiries, and coverage questions.
• Negotiate with carrier underwriters to secure the most competitive terms for clients.
• Quote, bind, and issue policies with multiple carriers and rating systems.
• Recognize cross-sell opportunities to strengthen client relationships and expand accounts.
• Deliver excellent customer service to ensure high retention and satisfaction.

 

Qualifications/Requirements

• Previous experience working with personal lines coverage in an agency or brokerage environment.
• Proven customer service and sales skills with the ability to build and maintain client relationships.
• Strong organizational skills and ability to work independently.
• Active Property & Casualty license required.
• Experience with Applied Epic preferred.

 

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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