Personal Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a dynamic and growing team. This role is pivotal in providing exceptional service to clients by managing a diverse book of business, including Middle Market and Private Client accounts. The ideal candidate will bring a strong background in personal lines insurance, a proactive approach to client service, and the ability to thrive in a collaborative team environment.

Responsibilities

• Manage and service an assigned book of business, including day-to-day inquiries, renewals, and remarketing.
• Prepare applications, obtain necessary documents (e.g., MVRs, inspections), and re-market accounts as needed.
• Quote and rate new and renewal business for account rounding and remarketing purposes.
• Process endorsements, cancellations, and other policy changes in coordination with insureds, carriers, and other stakeholders.
• Address client questions, concerns, and complaints with professionalism and efficiency.
• Maintain accurate and up-to-date account information in accordance with company procedures.
• Collaborate with underwriters and maintain direct communication to ensure optimal client solutions.
• Stay informed about market trends, new products, and changes in coverage options.
• Support claims processing by gathering and transmitting necessary information to carriers.
• Solicit additional coverage opportunities and expiration dates from existing clients.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in personal lines insurance at an independent agency.
• Technical Skills: Proficiency in Applied EPIC software preferred.
• Account Knowledge: Familiarity with both Private Client and standard accounts. Experience with carriers such as Chubb, AIG, Cincinnati, Vault, Pure, Travelers, Safeco, Progressive, Nationwide, Sagesure, Swyfft, The Hartford, and Mercury is a plus.
• Soft Skills: Strong organizational skills, attention to detail, excellent communication, problem-solving abilities, and a client-focused mindset.
• Education: High school diploma or equivalent required; additional certifications or training in insurance is a plus.

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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