Job Summary

Seeking an experienced and dedicated Personal Lines Account Manager to join a team. This is a full-time position that will initially require onsite work, with the potential for hybrid or remote arrangements based on performance and business needs. The ideal candidate will have a strong background in personal lines account management, excellent customer service skills, and the ability to thrive in a collaborative and flexible work environment.

Compensation Package

Base Salary:

Hybrid: $70,000–$75,000 annually (up to $75,000 for highly qualified candidates)

Bonuses:

Quarterly Bonus: Available for fully onsite employees
Year-End Bonus: Available to all employees
Average Annual Bonus Potential: Approximately $6,000

Additional Incentives:

PURE New Business (Inbound Leads): 40% one-time commission for accounts handled and closed by the Account Manager (eligibility criteria apply)
Lost Data/Win-Back Accounts: Commission eligibility for successfully won-back accounts
Staff Bonus Pool: Quarterly cash bonuses ranging from $500–$1,000 based on team success
Holiday Bonus: Example payout of $2,000 for non-producers

Benefits:

Medical Insurance: Multiple plan options through BCBS, with an estimated employee cost of $300–$400/month for individual coverage
401(k): Currently under review (previously offered via Paychex, no match)
Work-From-Home Setup: Provided for weather, illness, or other circumstances

Responsibilities

Manage and service personal lines accounts with professionalism and efficiency
Build and maintain strong relationships with clients, ensuring their insurance needs are met
Handle inbound leads and close new business opportunities
Assist with win-back accounts by leveraging prior policy information and background details
Collaborate with team members to achieve agency goals and contribute to a motivated and flexible work culture
Stay updated on industry trends, carrier products, and software systems

Qualifications/Requirements

Experience:
- Minimum of 5+ years in Personal Lines Account Management (10+ years preferred for fully remote consideration)
Education:
- College degree preferred
- Professional designations are a plus
Carrier Experience:
- Familiarity with any of the following carriers: Travelers, Safeco, Foremost, Cincinnati, Acuity, NatGen, Openly, Nationwide, CHUBB, PURE
Software Skills:
- TAM experience preferred (EPIC experience acceptable; TAM can be learned)
Proven success in remote work (if applying for a remote position)
Strong knowledge of insurance coverage, procedures, and processes
Ability to pass a background check and provide references (preferably previous supervisors)

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