Job Title: Personal Lines Account Manager

Job Summary

Seeking a customer-focused Personal Lines Account Manager to act as the main point of contact for clients, assisting them with their personal insurance policies and delivering an outstanding customer experience. The role involves fostering strong client relationships, managing policy renewals, and providing tailored insurance solutions that meet customer needs. Ideal candidates should be skilled in account management, customer service, and driving client satisfaction.

Responsibilities

• Act as the primary contact for clients, providing personalized service and expert advice on personal lines insurance products.
• Build and maintain strong, long-term client relationships to ensure retention and satisfaction.
• Oversee account administration, including policy renewals, changes, and claims support.
• Proactively review policies to ensure clients have appropriate coverage and recommend necessary adjustments.
• Address client inquiries and resolve issues efficiently with professionalism.
• Collaborate with insurance carriers to secure quotes, process applications, and negotiate favorable terms.
• Ensure compliance with internal policies, procedures, and regulatory requirements.
• Identify opportunities to enhance workflows, processes, and service delivery within the team.
• Stay informed about industry trends, regulations, and new insurance offerings.

Qualifications/Requirements

• Proven experience as an Account Manager, Insurance Specialist, or similar role, ideally in personal lines insurance.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong communication, interpersonal, and relationship-building skills.
• Excellent problem-solving and decision-making abilities focused on client satisfaction.
• Detail-oriented with strong organizational and time-management capabilities.
• Proficiency in insurance management systems and standard office software (e.g., Microsoft Office Suite).
• Ability to work both independently and collaboratively within a team-oriented environment.

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-DH1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated, detail-oriented, and customer-focused Commercial Lines Account Manager. This position serves as a link between clients and insurers by managing relationships, processing insurance needs, and ensuring client satisfaction. The role requires utilizing insurance expertise and account management skills to provide excellent service, build long-term relationships, and contribute to the growth and retention of client accounts.

Responsibilities

• Build, manage, and maintain strong client relationships with a focus on understanding client needs and delivering tailored insurance solutions.
• Handle day-to-day servicing of commercial lines accounts, including processing endorsements, renewals, audits, cancellations, and certificates of insurance.
• Proactively communicate and follow up with clients on policy changes, billing inquiries, and other service requests.
• Collaborate with sales teams to develop strategies for retaining and expanding client accounts.
• Review and analyze current policies to identify opportunities for enhancing coverage, minimizing risk, and optimizing client portfolios.
• Serve as a point of contact between clients and insurance carriers, negotiating terms and ensuring seamless communication.
• Stay updated on industry trends, coverage options, and regulatory requirements to offer informed advice and guidance.
• Maintain accurate and organized client records in compliance with company practices and guidelines.
• Assist in resolving claims-related issues, liaising with insurance adjusters and carriers as needed.
• Participate in company meetings, training sessions, and professional development opportunities to enhance skills.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Proven experience in commercial insurance account management or a similar customer service role.
• Strong knowledge of commercial insurance policies, coverage options, and industry regulations.
• Excellent relationship-building skills with a client-first mindset and a commitment to delivering exceptional service.
• Detail-oriented with the ability to multitask, prioritize, and meet deadlines in a fast-paced environment.
• Exceptional verbal and written communication skills.
• Proficiency in using insurance agency management systems, CRM tools, and Microsoft Office Suite (Word, Excel, Outlook).
• A proactive, problem-solving attitude, and the ability to work independently or as part of a collaborative team.

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-JN4

Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a team. The successful candidate will manage a book of business consisting of approximately 400 personal lines policies, providing exceptional service and support to clients.

Compensation Package

• Salary: $60,000 - $75,000 annually, commensurate with experience
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of personal lines insurance policies (approximately 400 policies)
• Handle quoting, renewals, cross-selling, and marketing of personal lines accounts
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly
• Work with standard carriers such as Mercury, Safeco, Chubb, Travelers, and Hartford
• Utilize EPIC software for account management and documentation
• Collaborate with team members to ensure seamless operations and client satisfaction

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required
• Experience: Minimum of 5 years of experience in personal lines insurance account management
• Software Proficiency: Expertise in EPIC software is mandatory
• Familiarity with standard carriers such as Mercury, Safeco, Chubb, Travelers, and Hartford
• Strong organizational and time-management skills
• Excellent communication and interpersonal abilities
• Ability to work independently and as part of a team

#LI-AP1

Senior Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join a dynamic team. This role is integral to the organization, focusing on servicing commercial accounts with a specialization in auto dealerships, garages, and truckers' liability. The ideal candidate will bring a strong background in commercial lines insurance, exceptional client service skills, and the ability to manage accounts with premiums exceeding $100,000. If you are a dedicated professional looking to join a company with a strong culture and excellent benefits, we encourage you to apply.

Compensation Package

• Salary Range: $65,000 - $75,000 annually+ (depending on experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid model with remote work on Mondays and Fridays after an initial training period

Responsibilities

• Manage and service commercial accounts with premiums exceeding $100,000, specializing in auto dealerships, garages, and truckers' liability.
• Handle all aspects of account servicing, from start to finish.
• Quote new and renewal business to ensure client satisfaction and retention.
• Utilize EPIC software to manage accounts and maintain accurate records.
• Collaborate with internal teams to deliver exceptional service and meet client needs.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3-5 years of experience in commercial lines insurance, with a focus on auto dealerships, garages, or truckers' liability. Generalists will not be considered.
• Technical Skills: Proficiency in EPIC software is preferred but not required.
• Work Ethic: Strong attention to detail, excellent organizational skills, and the ability to manage multiple accounts effectively.
• Team Player: Ability to work collaboratively in a team-oriented environment while maintaining a high level of professionalism.

#LI-KD1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic team. This role involves managing a balanced portfolio of Commercial and Personal Lines accounts, with a focus on providing exceptional client service and ensuring smooth policy management. The ideal candidate will have a strong background in insurance, a solutions-oriented mindset, and a passion for building and maintaining client relationships. This is a hybrid position, offering flexibility to work both remotely and onsite.

Compensation Package

• Salary Range: $55,000 - $75,000+ (depending on experience)
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a generalist book of business, including construction, property/real estate, property management, habitational, and lessor's risk accounts.
• Handle new business (20%) and renewal business (80%).
• Manage marketing, renewals, endorsements, ID cards, audits, underwriting requests, and certificates.
• Collaborate with producers and assistants to ensure seamless client service.
• Build and maintain strong client relationships, ensuring satisfaction and retention.

Qualifications/Requirements

• Licenses/Certifications: Holds an active P&C (Property and Casualty) insurance license.
• Experience: 5+ years in a similar role preferred (open to candidates with less experience depending on qualifications).
• Technical Skills: Familiarity with EPIC software is a plus.
• Soft Skills:
  • Cultural fit with a mid-sized agency environment.
  • Solutions-oriented approach to problem-solving.
  • Strong client relations and development skills.

#LI-ID1

Employee Benefits Account Manager

Job Summary

Seeking a highly skilled and motivated Employee Benefits Account Manager to join a team. The ideal candidate will be fluent in both English and Spanish, possess extensive experience in general agency or broker in-house account management, and have a proven track record of managing small to large market accounts (2-500 lives).

Compensation Package

• Salary Range: $75,000 - $85,000 annually
• Benefits: Comprehensive benefits package, including health insurance
• Additional Perks: Professional development opportunities and a supportive work environment

Responsibilities

• Manage servicing, renewals, and open enrollment processes for small to large group accounts (2-500 lives).
• Utilize the Navigator group admin tool and Applied EPIC Sales Automation broker management tool to manage accounts effectively.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with internal teams to ensure seamless account management and client satisfaction.
• Maintain compliance with industry regulations and company policies.

Qualifications/Requirements

• Language Skills: Fluency in both English and Spanish is required.
• Experience: 3-5+ years of experience in general agency or broker in-house account management, with a focus on small to large market accounts (2-500 lives).
• Technical Skills: Proficiency in Navigator group admin tool and Applied EPIC Sales Automation broker management tool.
• Licenses: Active 215 license is required.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work effectively in a fast-paced environment and manage multiple priorities.
• Work Arrangement: 100% onsite, with the possibility of 1-2 remote days for highly qualified candidates.

#LI-KR1

Commercial Insurance Account Manager - Hybrid

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 Insurance Account Manager 

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service for personal lines customers.

Qualifications:
Previous experience working with personal lines coverages in a brokerage/agency setting. 
Experience maintaining client relationships.
Negotiate with carrier underwriters on behalf of clients for best rates.
Ability to handle new and renewal submission.  
Prior experience quoting binding and issuing policies. 
Experience working with multiple carriers and rating systems. 
Overall account management.
 
Requirements: 
Proven customer service and sales skills.
Excellent organizational skills.
Ability to self-direct the completion of job duties.
Must hold Property & Casualty License.

#LI-BH1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role involves managing a diverse portfolio of mid-to-large market accounts, including school districts and municipalities. The ideal candidate will have a strong background in commercial lines within an agency setting and a proven ability to deliver exceptional client service. This is a fully onsite position, offering an opportunity to work in a professional and flexible environment backed by a reputable and rapidly growing organization.

Compensation Package

• Salary Range: $55,000 - $80,000 annually, commensurate with experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide end-to-end account management (A-Z) for a generalist book of mid-to-large market accounts.
• Focus on quoting and managing new business opportunities.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with professionalism and care.
• Utilize Applied EPIC software to manage accounts and ensure seamless operations.
• Collaborate with internal teams to deliver high-quality service and solutions.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years of commercial lines agency experience preferred.
• Proficiency in Applied EPIC software is highly desirable.
• Strong professional demeanor with excellent communication and interpersonal skills.
• Ability to work effectively in a team-oriented, fast-paced environment.

#LI-PM1

Commercial Insurance Account Manager