Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join an established insurance agency with a long-standing history of success in the industry. This role is responsible for managing a portfolio of personal lines accounts while delivering exceptional service and fostering strong client relationships. The organization offers a supportive, growth-oriented environment with a focus on long-term stability and professional development.

Compensation Package

• Salary Range: $50,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive health benefits
• Remote Work: Hybrid 1 day in office every 7-8 days after a 90-day probationary period
• Other Perks: Modern office environment with ergonomic workstations

Responsibilities

• Provide full-service account management for personal lines clients, including quoting, binding, and servicing policies.
• Manage an alpha-split book of standard personal lines accounts, including home, auto, umbrella, and other policies, with premiums up to $15,000 (average account size: $4,000).
• Handle new business and renewal quoting, ensuring accuracy and timeliness.
• Build and maintain strong relationships with clients, carriers, and internal team members.
• Identify opportunities for account rounding and cross-selling to meet client needs.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience: Minimum of 2 years of experience in an independent insurance agency (open to candidates with captive agency experience).
• Licensure: Property & Casualty (P&C) license preferred; must obtain within 90 days of hire if not already licensed.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Client Service Skills: Strong interpersonal and communication skills, with a client-focused approach.
• Organizational Skills: Ability to manage multiple accounts and prioritize tasks effectively.
• Work Ethic: Self-motivated, detail-oriented, and committed to delivering high-quality service.

#LI-BH1

Business Development Specialist (Private Equity) **LIMITED REMOTE, DO NOT APPLY IF YOU DON'T RESIDE ON THE EAST COAST of the U.S.**

Risk Management Firm seeking candidate with dual insurance/private equity experience, to develop new business.

Must be willing to travel as needed.

Qualifications:

• Risk Management experience required
• P&C license and/or L&H license required
• P&C sales experience and/or L&H sales experience required

Compensation Package:

• Competitive Base Salary
• Commission/Bonus Incentives
• Health Benefits Package
• 401k Program
• Fully Remote Work Format

#LI-BJ1

Personal Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Personal Insurance Account Manager to manage and service an established book of personal insurance business, including standard and high-net-worth accounts. This role involves overseeing new and renewal business, maintaining strong client relationships, and ensuring exceptional service, retention, and account growth.

The ideal candidate will have a strong background in personal lines insurance, excellent organizational and communication skills, and the ability to manage a high-volume workload efficiently. This position offers a collaborative work environment with hybrid flexibility following an initial training period.

Responsibilities

• Manage an established book of personal insurance business, ensuring high levels of client satisfaction and retention.

• Handle new and renewal account activities, including gathering underwriting information, completing applications, and maintaining accurate account records.

• Review insurance quotes for accuracy, ensure compliance with agency standards, and prepare coverage proposals for clients.

• Coordinate policy binding, establish payment plans, and issue binders, identification cards, and other policy documents as needed.

• Process policy changes, endorsements, and coverage updates through carrier platforms.

• Assist clients with claims reporting, processing, and follow-up to ensure timely resolution.

• Process agency-billed policy invoices and refunds accurately and efficiently.

• Maintain accurate client records, policy information, and account documentation using Applied EPIC.

• Issue Certificates of Insurance and other required documentation upon request.

• Identify opportunities for account growth, cross-selling, and improved coverage solutions.

• Adhere to established service procedures, performance standards, and regulatory requirements.

• Collaborate with internal teams and carrier representatives to provide efficient and effective client service.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 2 years of experience in Personal Lines account management or client servicing.

• Strong understanding of personal insurance products, underwriting processes, and policy administration.

• Experience with insurance marketing, quoting, and renewal processes.

• Familiarity with Applied EPIC or similar agency management software.

• Proficiency in Microsoft Office, including intermediate Excel skills.

• Excellent communication, organizational, and customer service skills.

• Strong problem-solving abilities with the capacity to resolve complex client issues effectively.

• Ability to manage multiple priorities while maintaining accuracy and attention to detail.

• Adaptable, proactive, and committed to continuous professional development.

• Ability to work independently and collaboratively within a team environment.

• Willingness to travel occasionally as needed.

Compensation Package

• Base Salary: $65,000 – $75,000 annually.

• Benefits: Comprehensive benefits package.

• Retirement: 401(k) plan.

• Work Arrangement: Hybrid flexibility available following an initial onsite training period.

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.

#LI-DR1

Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BH1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to manage an established book of business and provide exceptional service to a loyal client base. This role involves overseeing a diverse portfolio of personal insurance policies, maintaining strong client relationships, and ensuring efficient day-to-day account management.

The ideal candidate will be a knowledgeable, organized, and client-focused insurance professional who thrives in a collaborative and supportive work environment. This position offers an opportunity to join an established agency with a stable client base.

Responsibilities

• Manage an established Personal Lines book of business, ensuring exceptional client service and retention.

• Handle all aspects of personal lines account management, including Home, Auto, Boat, Umbrella, Secondary Homes, Vacation Properties, and Rental Properties.

• Respond to client inquiries, process policy changes, and assist with renewals and coverage adjustments.

• Review client insurance needs and recommend appropriate coverage options.

• Build and maintain strong client relationships through proactive communication and personalized service.

• Collaborate with agency leadership on key accounts and complex client needs.

• Facilitate a smooth transition of account responsibilities while maintaining continuity of service.

• Maintain accurate client records and policy documentation using agency management software.

• Ensure compliance with applicable insurance regulations and agency procedures.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• Minimum of 5 years of Personal Lines account management or servicing experience, preferably within an independent insurance agency.

• Experience within a captive insurance agency will also be considered.

• Strong knowledge of personal insurance products, coverage options, and policy servicing procedures.

• Excellent organizational, communication, and customer service skills.

• Ability to manage a high-volume book of business efficiently while maintaining accuracy and attention to detail.

• Strong interpersonal skills with a professional, friendly, and client-focused approach.

• Proficiency in agency management software and related technology.

• Ability to work independently while collaborating effectively with agency leadership and team members.

Compensation Package

• Base Salary: $55,000 – $65,000 annually, with higher compensation considered for highly experienced candidates.

• Paid Time Off: Competitive PTO package.

• Health Insurance: Flexible health insurance options.

• Work Arrangement: Onsite position with a consistent weekday schedule.

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.

#LI-PM1

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to manage and service an established book of business, with a focus on larger group accounts, including self-funded plans. This role involves maintaining strong client relationships, providing comprehensive account support, and ensuring exceptional service and retention.

The ideal candidate will have a strong background in employee benefits account management, excellent communication skills, and a proactive approach to client service. This position offers an opportunity to work in a collaborative, professional environment with opportunities for career growth.

Responsibilities

• Manage and service an established Employee Benefits book of business, with an emphasis on larger group accounts and self-funded plans.

• Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring satisfaction.

• Assist with quoting, marketing, and processing new and renewal business.

• Support clients with plan administration, coverage changes, and ongoing benefits-related needs.

• Develop and maintain strong client relationships to promote retention and long-term satisfaction.

• Collaborate with internal teams, carriers, and vendors to ensure efficient account servicing.

• Maintain accurate client records, policy documentation, and account information using agency management software.

• Stay informed on employee benefits regulations, industry trends, and coverage options to provide knowledgeable client support.

Qualifications/Requirements

• Holds an active L&H (Life and Health) insurance license.

• 2–3 years of Employee Benefits account management experience within an insurance agency.

• Experience servicing larger group accounts, including familiarity with self-funded plans.

• Strong understanding of employee benefits products, plan administration, and renewal processes.

• Proficiency in benefits administration platforms, CRM systems, and related software.

• Excellent communication, organizational, and client relationship management skills.

• Strong attention to detail and ability to manage multiple priorities effectively.

• Proactive problem-solving skills and a commitment to delivering exceptional client service.

• Ability to work independently while collaborating effectively with internal teams.

Compensation Package

• Base Salary: $70,000 – $80,000 annually.

• Commissions: 5% commission on assigned business, with additional earning potential.

• Benefits: Comprehensive benefits package, including health insurance options.

• Paid Time Off: Competitive PTO and paid holidays.

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.

#LI-DD4

Commercial Lines Junior Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Junior Account Manager to join a team. This role is an excellent opportunity for an experienced insurance professional to manage a diverse portfolio of contractor accounts, including construction, HVAC, and landscaping businesses. You will work closely with a team of skilled professionals to provide exceptional service and support to valued clients.

Compensation Package

• Salary: $60,000 - $70,000 annually (depending on experience)
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

As a Commercial Lines Junior Account Manager, your primary responsibilities will include:

• Managing a book of business with accounts ranging from $20,000 to $200,000 in premium.
• Providing A-Z account management for a contractor-focused book of business.
• Collaborating with a team of professionals, including a Senior Account Manager, other Junior Account Managers, and a processor, to manage an $8 million premium book of business.
• Utilizing AMS360 software to manage accounts and ensure seamless client service.
• Supporting the team in delivering exceptional service to clients while maintaining a high level of accuracy and efficiency.

Qualifications/Requirements

To be successful in this role, you should meet the following qualifications:

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 5 years of experience in commercial lines account management.
  • Familiarity with AMS360 software (expertise not required, but prior usage is preferred).
• Strong organizational and communication skills.

#LI-EL1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and motivated Personal Lines Account Manager to join a growing team. This role is pivotal in providing exceptional service to clients by managing standard personal lines accounts, including home, auto, umbrella, renters, and more. The ideal candidate will bring a strong background in personal lines insurance, a collaborative spirit, and a passion for delivering outstanding customer service. This position is based onsite for the first six months, with the potential for a hybrid work arrangement thereafter.

Compensation Package

• Salary: $45,000 - $55,000 annually, commensurate with experience.
• Benefits: Comprehensive benefits package available.
• Work Arrangement: Fully onsite for the first six months, transitioning to a hybrid model.

Responsibilities

• Manage and service standard personal lines accounts, including home, auto, umbrella, renters, toys, jewelry, and more.
• Handle policy changes, car changes, payments, and other client requests.
• Quote new and renewal business as needed.
• Collaborate with team members to ensure seamless client experiences.
• Maintain accurate records and documentation in compliance with company standards.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience:
  • Ideally, experience working in an independent insurance agency.
  • Candidates with captive insurance experience will also be considered.
• Technical Skills: Familiarity with relevant insurance software and carriers is a plus.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Highly motivated and driven to succeed.
  • Collaborative and team-oriented mindset.
  • Tenured and dependable.
  • Positive and engaging personality.

#LI-TR2