Job Description

Personal Lines & Commercial Lines Agent & Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines & Commercial Lines Agent & Account Manager to join a team. In this role, you will take over an established $2M book of business, with accounts ranging from $1K to $40K (average account size is $10K). Initially, your primary responsibility will be servicing and managing the existing book of business, with opportunities to grow the portfolio in the future. This position requires a collaborative, teachable, and team-oriented professional who thrives in a dynamic environment.

Compensation Package

• Base Salary: $50,000 - $70,000 (commensurate with experience)
• Bonuses: Monthly team-based performance bonuses
• Benefits: Comprehensive benefits package, including 401(k) and a generous vacation program
• Work Schedule:
  • Monday to Friday, 9:00 AM - 5:00 PM (7.5-hour workday with a 30-minute lunch break)
  • Occasional overtime may be required
  • Hybrid work flexibility may be available after 3-12 months, depending on experience and performance

Responsibilities

• Manage and service an existing $2M book of business, including accounts ranging from $1K to $40K
• Provide exceptional customer service to clients, ensuring their needs are met and inquiries are resolved promptly
• Collaborate with the team to achieve monthly performance goals and contribute to a positive work environment
• Assist with the transition and training process for the book of business, ensuring a smooth handoff
• Handle a mix of personal lines and commercial lines accounts, including contractors and construction clients
• Utilize AMS360 software for account management (training provided if necessary)

Qualifications/Requirements

• 2-5+ years of experience in personal and/or commercial lines insurance
• Proven ability to manage and service a diverse book of business
• Strong interpersonal and communication skills, with a focus on collaboration and teamwork
• A teachable attitude and a willingness to learn and grow within the role
• Bilingual skills are a plus but not required
• Familiarity with AMS360 is preferred but not mandatory
• Ability to work in-office five days a week initially, with potential for hybrid flexibility after the onboarding period

#LI-DT1