Job Description

Job Title: Personal Lines Account Manager and Personal Producer

Job Summary

We are seeking a motivated and results-driven Personal Lines Account Manager and Personal Producer to join our dynamic and inclusive team. This role offers a unique opportunity to build relationships with clients, manage their personal insurance needs, and grow the existing book of business through proactive sales efforts. You will serve as a trusted advisor to clients, ensuring that their insurance policies provide the right protection to meet their needs. If you are passionate about delivering exceptional customer service, have a keen eye for detail, and thrive in a collaborative environment, we encourage you to apply.

Responsibilities

• Account Management:

  • Act as the primary point of contact for new and existing personal lines clients, addressing their questions, concerns, and policy needs.
  • Build and maintain strong client relationships through superior service and regular communication.
  • Process renewals, endorsements, cancellations, and other policy transactions accurately and in a timely manner.
  • Review client profiles and insurance policies to ensure adequate coverage and identify opportunities for upselling or cross-selling.

• Sales and Production:

  • Proactively generate new business opportunities through referrals, networking, and marketing efforts.
  • Meet or exceed personal sales and retention goals by identifying and solving client challenges.
  • Conduct thorough assessments of client risk exposures and recommend insurance solutions tailored to their needs.

• Risk Management:

  • Stay informed on insurance industry trends, competitive products, and regulatory changes to provide the best guidance to clients.
  • Assist clients with claims by providing guidance and acting as a liaison between clients and carriers.

• Collaboration:

  • Work closely with the sales and support teams to ensure seamless customer experiences.
  • Contribute to a culture of teamwork, accountability, and respect.

Qualifications/Requirements

• Education and Experience:

  • High school diploma or equivalent required; Bachelor’s degree preferred.
  • A minimum of 2 years of experience in insurance account management or as a producer, specifically in personal lines insurance.

• Licensing:

  • Active Property & Casualty insurance license is required.

• Skills:

  • Strong understanding of personal lines insurance products, pricing, and underwriting guidelines.
  • Exceptional interpersonal and communication skills with the ability to build trust and rapport with clients.
  • Detailed-oriented with excellent organizational and time management abilities.
  • Tech-savvy, with proficiency in insurance management systems and Microsoft Office Suite.

• Personal Attributes:

  • Demonstrates initiative, integrity, and a commitment to client advocacy.
  • Able to thrive in a fast-paced environment where multitasking is essential.

Compensation Package

• Compensation: Between $45k-$60k (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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