Personal Lines Account Manager

LocationStockton
Job type Permanent
DisciplineAgency
Reference141170

Job description

Personal Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Personal Lines Account Manager to join a team. In this role, you will manage a book of 400-500 clients, focusing on home, auto, and umbrella insurance policies.

Compensation Package

  • Base Salary: $60,000 - $80,000 annually
  • Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a book of personal lines accounts, including home, auto, and umbrella policies.
  • Handle renewals, quoting, cross-selling, and upselling opportunities.
  • Collaborate with a virtual assistant for backend support.
  • Provide exceptional customer service to clients.
  • Utilize AMS360 software for account management.
  • (Optionally) engage in sales activities.

Qualifications/Requirements

  • Licenses: Active Property & Casualty (P&C) License required.
  • Experience: Minimum of 1 year in a similar role; candidates with captive experience are encouraged to apply.
  • Technical Skills: Proficiency with AMS360 software and general comfort with technology.
  • Soft Skills:
    • Personable and customer-focused
    • Self-motivated with a go-getter mentality
    • Strong organizational and multitasking abilities

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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