Job title: Personal Lines Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Santa Fe, NM
Job published: 05/15/2025
Job ID: 135864

Job Description

Job Summary

We are seeking a motivated and skilled Personal Lines Account Manager to join our team. The Personal Lines Account Manager will be responsible for managing a book of personal insurance accounts, providing excellent customer service, and developing new business opportunities.

Responsibilities

  • Manage a portfolio of personal insurance accounts, including home, auto, and other personal lines products
  • Provide exceptional customer service, including addressing client inquiries, processing policy changes, and resolving issues
  • Develop and maintain strong client relationships to ensure client satisfaction and retention
  • Identify and pursue opportunities to cross-sell and up-sell insurance products to existing clients
  • Collaborate with the sales team to support new business initiatives and growth strategies
  • Stay updated on industry trends, insurance products, and regulatory changes to effectively advise clients and maintain compliance
  • Generate and analyze reports to track account performance and identify areas for improvement

Qualifications/Requirements

  • At least 2 years of relevant insurance industry experience
  • In-depth knowledge of personal lines insurance products and coverage
  • Strong customer service and communication skills
  • Ability to build and maintain strong client relationships
  • Excellent organizational and time-management abilities
  • Proficiency in insurance management software and MS Office
  • Holds an active P&C (Property and Casualty) insurance license

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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