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 ideal for a motivated professional with experience in personal lines insurance who thrives in a fast-paced and client-focused environment. The successful candidate will be responsible for servicing personal lines accounts, handling inside sales, and providing exceptional customer service to valued clients. If you are a proactive problem-solver with a passion for delivering excellent service, we encourage you to apply.

Compensation Package

• Salary Range: $55,000 - $65,000 per year (based on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional service to personal lines clients by managing and servicing accounts.
• Process new business applications and handle policyholder servicing.
• Collect complete underwriting information from walk-in and telephone prospects.
• Prepare and present competitive insurance quotes for new and renewal business.
• Conduct claims reporting and follow-up to ensure client satisfaction.
• Perform regular account reviews to improve client retention and identify opportunities for cross-selling and account rounding.
• Build and maintain strong relationships with producers, clients, insurance company underwriters, and the sales team.
• Maintain accurate records of policy changes and updates.
• Assist with individual or corporate projects as assigned by management.

Qualifications/Requirements

• Licensure: Possession of a P&C Insurance License is required. Candidates without a license must be willing to obtain one (training costs covered by employer).
• Experience: Minimum of 1 year of experience in personal lines insurance within an independent agency is preferred.
• Proficiency in using agency management software preferred.
• Strong interpersonal and communication skills.
• Excellent organizational skills and attention to detail.
• Self-motivated with a proactive and problem-solving mindset.
• Ability to multi-task, follow through, and follow up effectively.
• Professional phone etiquette and customer service skills.
• Positive, enthusiastic, and team-oriented attitude.

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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