Personal Lines Account Manager

Job Summary

Seeking a highly skilled and motivated Personal Lines Account Manager to join a growing insurance team. This role plays an integral part in servicing and managing an expanding book of business, primarily focused on middle-market personal lines accounts.

Compensation Package

• Salary Range: $65,000 - $85,000 annually, commensurate with experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide full-service account management for personal lines clients, including policy changes, claims assistance, invoicing, and marketing renewals.
• Handle renewal business and new business, primarily through cross-selling and referrals.
• Quote and market policies with carriers such as Mercury, Safeco, and the California Fair Plan.
• Process policy change requests, including adding or removing vehicles.
• Assist clients with claims and ensure timely resolution.
• Maintain organized and accurate records in HawkSoft agency management software.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience in personal lines insurance account management.
• Carrier Knowledge: Familiarity with Mercury’s system is essential.
• Technical Skills: Proficiency in HawkSoft or similar agency management software.
• Soft Skills: Strong problem-solving abilities, excellent communication skills, personable demeanor, organizational skills, and a willingness to learn and adapt.

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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