Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a team. This role is ideal for a professional with a strong background in Property & Casualty (P&C) insurance who thrives in a dynamic and flexible work environment. The successful candidate will manage a diverse portfolio of personal lines accounts, including marketing, quoting, binding, endorsements, upselling, and renewals. This position offers the opportunity to work remotely.

Compensation Package

• Salary Range: $50,000 - $65,000 annually (commensurate with experience)
• Benefits: Comprehensive medical, dental, and vision coverage

Responsibilities

• Manage a book of business with accounts averaging $5,000 in premium, including home, auto, and umbrella policies
• Handle all aspects of account management, including quoting, binding, endorsements, upselling, and renewals
• Provide exceptional customer service and maintain regular touchpoints with clients
• Focus on delivering true coverage solutions tailored to client needs
• Utilize EPIC software for account management and documentation
• Collaborate with team members to ensure seamless service delivery

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience: Minimum of 5 years of experience in personal lines account management, preferably within independent agencies
• Technical Skills: Proficiency in EPIC software is mandatory
• Work Environment: Remote position with a preference for candidates based in Texas; occasional in-office presence may be required
• Attributes: Ability to hit the ground running, strong attention to detail, and a client-focused approach

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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