Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a growing team. This role is pivotal in managing a diverse book of business, providing exceptional service to clients, and ensuring seamless account management from start to finish. The ideal candidate will have a strong background in personal lines insurance, excellent organizational skills, and a proactive approach to client service. This is an exciting opportunity to join a supportive and dynamic team with a strong focus on mentorship and professional growth.

Responsibilities

• Manage a book of business that includes both middle-market and high-net-worth clients.
• Handle all aspects of account management (A-Z), including quoting new and renewal business.
• Provide exceptional customer service and maintain strong client relationships.
• Utilize Applied EPIC software to manage accounts efficiently.
• Collaborate with team members to ensure seamless operations and client satisfaction.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 5-7 years of experience in personal lines insurance account management preferred.
• Technical Skills: Proficiency in Applied EPIC software is highly preferred.
• Soft Skills:
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal abilities.
  • Proactive problem-solving mindset.
  • Dependability and punctuality.
  • Team-oriented attitude with a focus on collaboration.

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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