Personal Insurance Account Manager (Hybrid)

Job Summary

Seeking a dedicated and experienced Personal Insurance Account Manager to join a close-knit and family-oriented team. This is a hybrid role, offering a balance of in-office and remote work. The ideal candidate will have a strong background in personal insurance, excellent customer service skills, and the ability to manage a book of business effectively. If you are looking for a collaborative and supportive work environment, this opportunity is perfect for you.

Compensation Package

• Salary Range: $63,000 - $68,000 annually
• Benefits: Comprehensive benefits package, including health insurance
• Work Arrangement: Hybrid schedule (4 days remote, 5 days in-office on a rotating basis)

Responsibilities

• Manage a personal insurance book of business valued at $1.5 million, with account sizes ranging from $1,000 to $6,000.
• Handle daily tasks such as renewals, customer requests, issuing ID cards, adding vehicles and jewelry, endorsements, and rewrites.
• Quote new and renewal business to ensure client satisfaction and retention.
• Utilize Applied EPIC software and work with carriers such as Andover, ASI, Chubb, Fireman’s, FMI, Guard, Great Bay, Harleysville, Foremost, Mercury, NBIC, Nationwide, Plymouth Rock, Progressive, and UPCIC.
• Collaborate with team members to maintain a supportive and family-like work environment.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 2-3 years of experience in personal insurance account management.
• Technical Skills: Proficiency in Applied EPIC software is highly recommended.
• Customer Service: Strong interpersonal and communication skills to effectively address client needs and build lasting relationships.
• Organizational Skills: Ability to manage multiple tasks and prioritize responsibilities in a fast-paced environment.

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