Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role offers an exciting opportunity to manage a portfolio of standard personal lines accounts, provide exceptional customer service, and contribute to the growth of a well-established and reputable organization. With over a century of history, the company prides itself on its family-oriented culture, diverse team, and long-standing employee tenure.

Compensation Package

• Salary Range: $40,000 - $55,000 annually (commensurate with experience)

Responsibilities

• Manage an assigned book of business consisting of standard personal lines accounts ($5,000 - $20,000 in size).
• Provide exceptional customer service, including handling client reviews and addressing inquiries.
• Manage policy renewals, quotes, cross-sells, and rewrites.
• Collaborate with assistants to ensure seamless account management.
• Utilize Applied EPIC software and rating tools such as EZLynx to manage accounts effectively.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license preferred.
• Experience: Minimum of 1 year in a similar role within an independent or captive insurance agency.
• Technical Skills: Proficiency in Applied EPIC software and familiarity with EZLynx rating tools.
• Work Environment: Must be available to work onsite, Monday through Friday, 8:00 AM to 5:00 PM.
• Other Skills: Strong organizational skills, ability to manage multiple carriers, and a customer-focused mindset.

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