Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a well-established and customer-centric insurance agency. With a rich history spanning over 90 years, the agency is locally owned and operated, fostering a collaborative and supportive work environment. We pride ourselves on building long-term relationships with the clients and providing exceptional service. This is an exciting opportunity to join a growing team that values professionalism, innovation, and employee development.

Compensation Package

• Base Salary: Starting at $50,000, with potential to earn $55,000+ based on experience.
• Incentives: Earn $15 for each policy added to round out an account, averaging 30-60 policies per month.
• Benefits: Comprehensive benefits package, including 401(k).

Responsibilities

As a Personal Lines Account Manager, you will:

• Manage a book of business with a focus on upper-middle and high-net-worth clients.
• Provide A-Z servicing, including policy renewals, endorsements, and client inquiries.
• Handle remarketing efforts with the support of an in-house rater.
• Collaborate with producers to ensure client satisfaction and retention.
• Quote and process new and renewal business, with a primary focus on retention.
• Utilize AMS360 and BenefitPoint software to manage accounts efficiently.
• Work with standard and E&S carriers, including Pure, Chubb, AIG, and Vault.
• Maintain a customer-centric approach, ensuring long-term client relationships.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2-4 years of experience in personal lines insurance, with a preference for candidates with up to 10-15 years of experience.
• Industry Background: Experience in an independent agency setting is essential.
• Skills:
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Adaptability, flexibility, and the ability to handle interruptions.
  • A customer-focused mindset with a commitment to providing exceptional service.
• Technical Proficiency: Familiarity with AMS360 and BenefitPoint software is preferred.

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