Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is an excellent opportunity for a motivated professional to manage a book of business from start to finish, working with standard middle-market personal lines accounts and occasionally high-net-worth clients.

Compensation Package

• Salary Range: $40,000 - $60,000 (commensurate with experience)
• Comprehensive benefits package

Responsibilities

• Manage an assigned book of business from A-Z, including policy changes, rewriting, marketing, billing, endorsements, and Certificates of Insurance (COIs).
• Quote new and renewal business as needed.
• Provide exceptional customer service to clients, ensuring their insurance needs are met efficiently and effectively.
• Collaborate with team members to maintain a high standard of service and operational excellence.
• Utilize EPIC software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required.
• Experience: Minimum of 2+ years of agency experience in personal lines insurance (captive experience will also be considered).
• Familiarity with standard middle-market personal lines accounts; experience with high-net-worth accounts is a plus.
• Proficiency in EPIC software or similar agency management systems.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.

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