Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is integral to maintaining and growing a personal lines book of business, which consists of standard market personal lines accounts. The ideal candidate will have a strong background in insurance, excellent communication skills, and a passion for delivering exceptional client service. This is a full-time, in-office position with opportunities for professional growth and development.

Compensation Package

• Salary Range: $50,000 - $70,000 annually (commensurate with experience)
• Benefits: Comprehensive benefits package, including PTO

Responsibilities

• Manage a personal lines book of business consisting of 300-400 accounts.
• Provide exceptional service to clients by addressing inquiries, processing policy changes, and ensuring timely renewals.
• Collaborate with the marketing team to quote new and renewal business as needed.
• Utilize AMS360 software to manage accounts and maintain accurate records.
• Work closely with assistants and other team members to ensure efficient handling of COIs, applications, and other administrative tasks.
• Participate in training sessions and adapt to new technologies, including AI implementations.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 1 year of experience in an independent insurance agency (2+ years preferred). Experience with AMS360 software is a plus.
• Skills:
  • Strong computer proficiency.
  • Excellent written and verbal communication skills.
  • Ability to build and maintain positive relationships with clients and team members.
  • Strong organizational skills and attention to detail.
  • A proactive and adaptable mindset.

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