Personal Insurance Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Insurance Account Manager to join a growing team. As part of a family-oriented and growth-centric agency, you will play a key role in managing personal lines insurance accounts, including home, auto, renter, and umbrella policies. This position offers an excellent opportunity for career development in a supportive and collaborative environment.

Responsibilities

• Respond to client inquiries via phone and email in a timely and professional manner
• Assist clients with policy-related matters, including quoting new and renewal business
• Manage a personal lines book of business, providing comprehensive service
• Utilize HawkSoft software to maintain accurate records and process transactions
• Provide exceptional customer service to ensure client satisfaction and retention

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: 3-5 years of experience in personal lines insurance, including home, auto, renter, and umbrella policies
• Technical Skills: Proficiency in HawkSoft or similar insurance management software
• Soft Skills: Strong communication, organizational, and problem-solving skills; ability to work collaboratively in a team environment; attention to detail; adaptability; and a client-focused mindset

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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