Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role is integral to providing exceptional service to the clients and ensuring the smooth operation of the personal lines department. The ideal candidate will have a strong background in personal lines insurance, a client-focused mindset, and the ability to thrive in a collaborative, community-oriented environment.

Compensation Package

Salary Range: $60,000 - $75,000 annually (DOE). Higher salaries will be considered for candidates with exceptional experience.
Benefits: Comprehensive benefits package, including health insurance and 401(k) with matching.
Work Schedule: Monday to Friday, 8:30 AM – 5:00 PM (phones start at 9:00 AM).
Work Environment: Hybrid setup available; no fully remote work.

Responsibilities

As a Personal Lines Account Manager, your primary duties will include:

Providing A-Z servicing of personal lines accounts, including client service, remarketing renewals, and handling daily interactions.
Managing a low volume of walk-in traffic (approximately two visits per week).
Quoting new and renewal business.
Utilizing Applied Epic software for account management (training provided if necessary).
Supporting the growth of the organization by delivering exceptional service and contributing to the development of high-net-worth clientele.

Qualifications/Requirements

To be successful in this role, candidates should meet the following criteria:

Experience: Minimum of 3 years of experience in personal lines insurance.
Licensure: Property & Casualty (P&C) license required.
Technical Skills: Familiarity with Applied Epic software is preferred, but not required. Candidates should be tech-savvy and willing to learn.
Client Focus: Strong interpersonal and communication skills with a client-first approach.
Growth-Oriented: A desire to grow professionally and contribute to the expansion of the organization.
Additional Experience: Experience with high-net-worth clientele is a plus.

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