Personal Lines Assistant Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Assistant Account Manager to join a team.

Compensation Package

• Salary Range: $65,000 - $75,000 annually
• Benefits: Comprehensive benefits package

Responsibilities

• Provide administrative support to four Account Managers.
• Assist with processing policies, endorsements, and downloads.
• Collaborate with the team to ensure efficient handling of accounts.
• Maintain accurate and organized records for client accounts.
• Support the quoting process for new and renewal business as needed.

Qualifications/Requirements

• Experience: Minimum of 2+ years in a similar role, preferably with exposure to high-net-worth (HNW) accounts.
• Software Proficiency: Experience with EPIC is highly preferred.
• Licenses: Property & Casualty (P&C) license required.
• Skills: Strong organizational skills, attention to detail, and the ability to work collaboratively in a team-oriented environment.
• Soft Skills: Team player, dependable, proactive, and adaptable.

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