Personal Insurance Account Manager – Hybrid

Job Summary

Seeking a dedicated and customer-focused Personal Insurance Account Manager to join a growing team. This hybrid role offers an excellent opportunity to work in a supportive, family-oriented environment with the backing of a well-established financial institution. The ideal candidate will be responsible for managing personal insurance accounts, providing exceptional service, and ensuring client satisfaction.

Compensation Package

• Salary Range: $55,000 - $60,000 + commission opportunities & annual performance-based bonuses
• Benefits:
  • Comprehensive benefits package
  • 401(k) with 6% match
  • Pension plan
• Work Schedule: Hybrid model (4 days in-office, 1 day remote after 90 days)

Responsibilities

• Manage a portfolio of 400-500 personal insurance accounts, with premiums averaging $3,000 and up to $10,000.
• Handle all aspects of personal insurance account management, including reviewing expiration lists, remarketing, addressing coverage questions, and cross-selling.
• Collaborate with specialized departments for claims, new business, and processing, allowing a focus on client service.
• Quote renewal business and ensure timely and accurate policy updates.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred but not required at the time of hire. Must obtain P&C license within six months of employment.
• Experience: Open to candidates with varying levels of experience, from entry-level to seasoned professionals. Candidates with independent agency, captive agency, or carrier personal lines experience are encouraged to apply.
• Technical Skills: Familiarity with Applied EPIC software is a plus.
• Skills: Strong customer service, organizational, and communication skills.

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