Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This is an exciting opportunity to manage a diverse book of business, including both standard and high-net-worth accounts, with a total premium of approximately $2 million. This is a fully in-office position, with the potential for a hybrid schedule after two years. If you are a driven professional with a passion for providing exceptional service and a strong background in personal lines insurance, encourage you to apply.

Compensation Package

• Salary: $60,000 - $70,000 annually
• 401(k): Up to 3.5% match
• Health Benefits: 100% health plan coverage with HSA contribution of $600/month for employees
• Additional Benefits: Flexible and accommodating work culture, locally and family-owned company

Responsibilities

As a Personal Lines Account Manager, your key responsibilities will include:

• Managing a book of business with accounts ranging from $5,000 to $25,000 in premium
• Handling renewals, quoting, marketing, and account management from start to finish
• Processing Certificates of Insurance (COIs), endorsements, and upselling opportunities
• Quoting new and renewal business (approximately 50% of the role)
• Providing exceptional customer service and maintaining strong client relationships

Qualifications/Requirements

To be successful in this role, candidates must meet the following qualifications:

• Licenses: Active Property & Casualty (P&C) License is required
• Experience: Minimum of 3 years of experience in standard personal lines insurance
• Technical Skills: Proficiency in Epic software is preferred
• Soft Skills:
  • Strong communication and interpersonal skills
  • Timely, reliable, and driven
  • Ability to work collaboratively and independently
  • Positive attitude and professional demeanor

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