Job description
Personal Lines Account Manager – Hybrid
Job Summary:
A well-established independent insurance agency is seeking an experienced and motivated Personal Lines Account Manager to join its growing team. This position is ideal for an individual with a strong agency background who values client relationships and enjoys working in a collaborative, professional environment.
Responsibilities:
- Manage a book of personal lines business, including renewals, endorsements, and client service needs.
- Provide exceptional customer service by responding promptly to client inquiries and requests.
- Prepare quotes, process policy changes, and address billing questions.
- Communicate effectively with carriers to ensure timely and accurate policy issuance and resolution of issues.
- Identify opportunities for account rounding and cross-selling additional lines of coverage.
- Maintain accurate client records in the agency management software.
Qualifications:
- Minimum of 2 years of experience in an insurance agency environment (personal lines experience preferred).
- Strong understanding of personal lines coverages and agency procedures.
- Experience with Applied Epic preferred; training available.
- Excellent communication, organizational, and problem-solving skills.
- Holds an active P&C (Property and Casualty) insurance license.
Compensation Package:
- Competitive compensation: Between $60,000 – $70,000 (based on experience).
- Hybrid schedule: initial in-office training period followed by a flexible hybrid arrangement.
- Supportive and collaborative culture with opportunities for growth and professional development.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.
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