Job Description

Job Title: Personal Lines Account Manager

Job Summary

We are seeking a motivated and detail-oriented Personal Lines Account Manager to join our dynamic team. In this role, you will be the primary point of contact for personal insurance clients, providing exceptional service, building long-term relationships, and managing policies to meet their unique needs. This is an excellent opportunity for a customer-focused professional with a passion for helping others and a strong understanding of personal insurance products.

Responsibilities

• Serve as the primary liaison between clients and the agency, ensuring client inquiries, concerns, and policy updates are handled with efficiency and professionalism.
• Manage and renew a portfolio of personal lines insurance policies, including home, auto, and other individual coverage.
• Provide expert advice and recommendations to clients regarding policy options, coverage levels, and risk management strategies.
• Develop and nurture long-term relationships with clients to ensure client satisfaction and retention.
• Monitor client accounts to identify cross-selling opportunities and upsell additional insurance products, as appropriate.
• Process policy endorsements, changes, renewals, cancellations, and claims in a timely and accurate manner.
• Stay updated on personal insurance products, industry trends, and regulatory requirements to provide accurate and timely information to clients.
• Collaborate with underwriters, carriers, and other team members to ensure outstanding service delivery.
• Maintain detailed and accurate client files in compliance with company and regulatory standards.

Qualifications/Requirements

• 5+ years of experience in personal lines account management preferred.
• Holds an active P&C (Property and Casualty) insurance license.
• Excellent verbal and written communication skills with a demonstrated ability to build trust and rapport with clients.
• Strong attention to detail, time management, and organizational skills.
• Proficiency in navigating agency management software systems and basic office programs (e.g., Microsoft Office Suite).
• Ability to analyze client needs and offer personalized solutions in a consultative manner.
• Commitment to continuous professional development, including staying abreast of industry changes and certifications.
• Previous experience working with a variety of carriers, including Mercury (required) and Safeco, as well as programs like the California FAIR Plan.

Compensation Package

• Compensation: Between $65k-$85k (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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