Personal Lines Account Manager

Job Summary

Seeking a dedicated and professional Personal Lines Account Manager to join a team. In this role, you will be responsible for delivering exceptional customer service and managing personal lines insurance accounts for both new and existing clients. You will play a key role in building and maintaining strong relationships with clients, Sales Advisors, and insurance company representatives. This position offers an excellent opportunity to utilize your expertise in personal lines insurance while contributing to a collaborative and client-focused environment.

Compensation Package

• Competitive salary based on experience and qualifications.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holiday pay.
• Opportunities for professional development and career growth.
• Hybrid work arrangement available upon successful completion of training.

Responsibilities

Client Service and Relationship Management:

• Serve as the primary point of contact for personal lines clients, providing expert guidance on insurance products and policies.
• Conduct policy reviews to assess client coverage needs and recommend adjustments or additional products as necessary.

Policy Management:

• Oversee the renewal process for personal lines policies, including negotiating terms with insurers and preparing renewal proposals.
• Process policy changes such as endorsements, cancellations, and reinstatements accurately and promptly.
• Collaborate with insurance carriers to resolve policy-related issues and ensure timely follow-up.

New and Renewal Business Marketing:

• Gather necessary information from prospective clients to provide accurate insurance quotes.
• Market business to appropriate insurance companies through carrier submissions or online raters.
• Work with underwriters to provide additional documentation required for policy issuance and renewals.
• Present formal insurance proposals to clients, reviewing coverage details and addressing any questions.

Qualifications/Requirements

• High school diploma or equivalent.
• Active Property & Casualty insurance licenses.
• Previous customer service experience, preferably in the insurance industry.
• In-depth knowledge of personal insurance products, including home, auto, and umbrella policies.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and web-based agency management systems.
• Strong organizational and time management skills, with the ability to handle multiple tasks and meet deadlines.
• Excellent communication and interpersonal skills, both written and verbal.
• Ability to work collaboratively in a team environment and independently with minimal supervision.

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