Pesonal Lines Account Manager

Our client is actively seeking a team-oriented and detail-driven Personal Lines Account Manager with a passion for fostering strong relationships and serving their Property & Casualty (P&C) customers.

Role Overview: This role is an excellent fit if you're recognized by clients and colleagues as a highly motivated, organized, and relationship-focused professional who thrives in a collaborative team environment.

Responsibilities:

• Develop and maintain robust professional relationships with clients, their representatives, and insurance company personnel.
• Accurately and efficiently manage electronic client account records and file documentation using our agency management systems.
• Contribute as a proactive team member in a fast-paced, continuously improving environment.
• Assist with renewals and new business, including reviewing and preparing submission applications.
• Analyze quotes, prepare proposals, review contracts (including indemnification), and issue Certificates of Insurance.
• Evaluate bids, solicit quotes for additional coverages, and communicate any coverage deficiencies to clients.
• Manage account invoicing, including processing endorsements, audits, and change requests.
• Participate in policy reviews for new and existing clients.

Qualifications:

• Licensed in Property and Casualty insurance, or willing to obtain.
• Ability to multitask while maintaining high levels of accuracy (critical for this role).
• Exceptionally detail-oriented and organized.
• Able to prioritize and meet deadlines in a fast-paced environment.
• Professional and friendly demeanor, positive attitude, and willingness to help others.
• Proficiency in Microsoft Office and Applied EPIC preferred.

Compensation:

• Up to $65k DOE 

Benefits:

• Company Paid Life Insurance, Long-Term and Short-Term Disability.
• Health Insurance Stipend 
• Commissions and bonuses available
• 401(k) with company match.
• Generous PTO.
• An awesome team of professionals!

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