An established agency is actively seeking a Personal Lines Account Manager to join their team! This position is responsible for the complete servicing of personal lines accounts, including quoting and issuing of new and renewal personal lines business. Join a supportive company that values innovation, client focus, and professional growth!

Responsibilities

Directly responsible for the daily service requirements on assigned book of business including, but not limited to:

• Rating of new and renewal business.
• Binding coverage and confirming with client.
• Preparing and/or supervising preparation of insurance proposals for new and renewal clients.
• Reviewing and processing applications, new policies, renewal requests and endorsements for accuracy.
• Managing and servicing of clients according to agency procedures.
• Cross selling and account rounding.
• Keeping client records, spreadsheets and policy summaries up to date.
• Maintaining electronic files according to agency procedures.
• Monitoring and processing past due accounts, including sending non-pay notifications to insured and/or producer as needed.
• Communicating important account activity with producers including potential problems and informing Management as needed.
• Assisting other departments by providing information necessary to secure coverage for mutual clients.
• Providing back-up coverage to other team members as needed.
• Complete other essential functions as assigned.

Qualifications/Requirements

• Thorough understanding of insurance industry and personal underwriting, products, and coverage.
• Excellent verbal and written communication skills. 
• Excellent interpersonal, sales and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to function well in a high-paced and, at times, stressful environment.
• Strong analytical and problem-solving skills.
• Strong mathematical skills.      
• Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages. 
• Proficient with Microsoft Office Suite or related software.
• Experience with AMS360 agency management system is preferred.
• Holds an active Property and Casualty (P&C) Insurance License (required).
• Previous customer service experience is required.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $48k-$60k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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.

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