Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join the well-established and family-oriented insurance agency. This role is integral to maintaining our commitment to exceptional client service and retention. The ideal candidate will have a strong background in personal lines insurance, a proven ability to work independently, and a passion for fostering positive client relationships.

Compensation Package

• Base Salary: $54,000 - $66,000 annually + rentention bonuses and commission
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of standard personal lines accounts, including home, auto, and umbrella policies
• Focus on client retention through exceptional customer service
• Handle daily CSR tasks such as processing endorsements, adding vehicles, and assisting walk-in clients
• Quote new and renewal business as needed
• Utilize agency management software (IMS4 and PL Rater) to maintain accurate client records
• Collaborate with team members to ensure seamless operations and client satisfaction

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required
• Experience:
  • 3-5 years of experience in personal lines insurance (non-captive preferred)
  • Strong preference for candidates with experience in Insurance
• Technical Skills:
  • Proficiency in PL Rater and IMS4 preferred
• Soft Skills:
  • Strong multitasking abilities
  • Excellent work ethic and ability to work independently
  • Positive attitude and a team-oriented mindset
  • Strong tenure in previous roles
  • Cultural fit with a family-oriented, small agency environment

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