Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This is a full-time, in-office position that offers an excellent opportunity for individuals with transferable skills or prior experience in personal lines insurance. The successful candidate will play a key role in managing client accounts, providing exceptional customer service, and supporting the team in a collaborative and professional environment.

Compensation Package

• Salary: Starting at $50,000 annually, with potential for higher compensation based on experience.
• Benefits: Comprehensive benefits package, including a 401(k) plan.
• Additional Compensation: Commission opportunities on new business.

Responsibilities

• Handle new business quoting, renewals, and endorsements on a rotational basis.
• Provide exceptional customer service to clients, ensuring their insurance needs are met.
• Manage a shared book of business, including standard accounts and light high-net-worth accounts.
• Utilize EPIC software to manage client information and process transactions.
• Collaborate with team members to ensure seamless operations and client satisfaction.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license preferred but not required.
• Experience: 1-2 years of relevant experience preferred; transferable skills from other industries are highly valued.
• Technical Skills: Proficiency in EPIC software is a plus.
• Soft Skills: Strong communication, adaptability, attention to detail, customer service orientation, and a willingness to learn and grow within the role.
• Work Environment: This is a fully in-office position; remote work is not available.

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