Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This full-time position offers a hybrid work arrangement, with an initial two-week in-office training period followed by remote work. The successful candidate will play a key role in managing personal lines client accounts, providing exceptional customer service, and supporting producers in day-to-day account servicing.

Compensation Package

• Salary Range: $55,000 - $75,000 per year (commensurate with experience)
• Benefits:
  • Comprehensive medical, dental, and vision insurance
  • Life insurance and short- and long-term disability coverage
  • 401(k), paid time off, professional development opportunities, etc.
  • Continuing education opportunities
• Work Arrangement: Hybrid/Remote (with occasional in-office requirements)

Responsibilities

• Manage personal lines client accounts with a focus on delivering exceptional customer service.
• Support producers in servicing client accounts, including direct communication with clients and insurance carriers via phone, email, and in-person when necessary.
• Prepare and process binders of insurance, policies, endorsements, and cancellations.
• Analyze coverage, limits, deductibles, and pricing options to meet client needs.
• Build and maintain strong relationships with clients, producers, teammates, and underwriters.
• Develop and maintain a strong technical knowledge of personal lines coverage.
• Utilize Applied Epic software to manage and track all work.
• Follow agency workflows and procedures to ensure timely and accurate completion of tasks.

Qualifications/Requirements

• Minimum of 2 years of experience as a Personal Lines Account Manager in an insurance agency.
• Possession of a Tennessee P&C Insurance License (or the ability to obtain one upon hire).
• Proficiency in using insurance management platforms; experience with Applied Epic is highly preferred.
• Bachelor’s degree in Risk Management or a related field is desired but not required.
• Insurance designations are a plus.
• Strong organizational, time management, and prioritization skills.
• High degree of professionalism with excellent business writing and communication skills.
• Team-oriented mindset with a commitment to contributing to a positive work culture.
• Ability to commute to the office two days a week after the initial training period.

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