Personal/Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal/Commercial Lines Account Manager to join a team. This role is primarily handles personal lines with some commercial lines. The ideal candidate will have a strong background in insurance account management, with experience in personal lines and a willingness to learn and grow in commercial lines. You will play a key role in servicing clients, managing policies, and ensuring a seamless customer experience.

Compensation Package

• Salary Range: $40,000 - $60,000 (commensurate with experience)
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Environment: Fully onsite position

Responsibilities

• Manage a book of business consisting of 600+ policies with $1.38M in premium
• Handle a mix of personal lines (home, auto) and small commercial packages (BOPs, general liability)
• Provide exceptional customer service, including processing endorsements, change requests, and Certificates of Insurance (COIs)
• Quote new and renewal business, ensuring accuracy and timeliness
• Run reports and maintain accurate records in Applied TAM software
• Assist walk-in clients and address their insurance needs
• Collaborate with the team to ensure smooth transitions and effective client management

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required
• Experience:
  • Minimum of 1-5 years of experience in insurance account management
  • Preferred: 3-5 years of experience, with exposure to both personal and commercial lines
• Technical Skills: Proficiency in Applied TAM software is preferred
• Soft Skills:
  • Strong customer service orientation
  • Excellent communication and interpersonal skills
  • Detail-oriented with strong organizational abilities
  • Willingness to learn and adapt to new challenges
  • Team player with a collaborative mindset

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