Job Description

P&C Insurance Account Manager

Job Summary
An established insurance agency is seeking a skilled P&C Insurance Account Manager with dual Personal Lines and Commercial Lines servicing experience. This role requires the ability to manage a blended book of business, handle full-cycle servicing for both PL and CL accounts, provide timely quotes, identify cross-selling opportunities, and deliver exceptional customer service.

Responsibilities

• Provide A–Z servicing for both Personal Lines and Commercial Lines accounts.
• Quote new and renewal business across multiple carriers and rating systems.
• Maintain strong client relationships while providing responsive and professional service.
• Manage new and renewal submissions and ensure accuracy of policy documentation.
• Negotiate with carrier underwriters to secure competitive rates and coverage options.
• Identify opportunities for cross selling and account rounding in a service-dominant environment.
• Bind and issue policies in accordance with carrier and regulatory guidelines.

Qualifications/Requirements

• Previous experience servicing both Personal Lines and Commercial Lines accounts.
• Minimum of 1 year of Personal Lines servicing experience in an independent agency or brokerage environment.
• Strong customer service skills and the ability to communicate effectively with clients and carriers.
• Experience working with multiple carriers and rating platforms.
• Ability to work independently with strong organizational and self-management skills.
• Active Property & Casualty license required.
• Ability to manage a mixed book of both Personal Lines and Commercial Lines.
• Familiarity with standard PL coverages such as Home, Auto, Umbrella, and Watercraft (some HNW exposure is helpful but not required).

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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