Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This is an excellent opportunity for a motivated professional with experience in personal lines insurance to contribute to a dynamic and client-focused environment. The ideal candidate will have a strong background in servicing personal lines accounts, handling inside sales, and providing exceptional customer service. If you are a proactive, self-motivated individual with a passion for the insurance industry, encourage you to apply.

Compensation Package

• Salary Range: $55,000 - $65,000 per year (based on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional service to personal lines clients by managing and servicing accounts.
• Handle inside sales, including warm leads from call-ins and website inquiries.
• Process new business applications and service existing policyholder policies.
• Collect complete underwriting information from walk-in and telephone prospects.
• Prepare and present competitive insurance quotes for new and renewal business.
• Conduct claims reporting and follow-up to ensure client satisfaction.
• Perform regular account reviews to improve retention and identify cross-selling opportunities.
• Build and maintain strong relationships with clients, producers, and insurance company underwriters.
• Maintain accurate records of policy changes and updates.
• Participate in individual or corporate projects as assigned by management.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) Insurance license preferred, or willingness to obtain one (employer covers training costs).
• Experience: Minimum of 1 year of independent experience in personal lines insurance is required.
• Familiarity with standard personal lines accounts (average size $5,000+).
• Proficiency in using HawkSoft software is preferred.
• Strong interpersonal and communication skills.
• Excellent organizational skills and attention to detail.
• Self-motivated with a proactive approach to problem-solving.
• Ability to multi-task, follow through, and follow up effectively.
• Professional phone etiquette and a customer-service-oriented attitude.
• Team player with a positive and enthusiastic demeanor.

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