Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic team. This role is an excellent opportunity for a motivated individual to manage a significant book of business, provide exceptional customer service, and contribute to the growth of a well-established and nationally expanding insurance agency. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and a passion for delivering outstanding client experiences.

Compensation Package

• Salary Range: $45,000 - $60,000 (depending on experience)
• Incentives: 20% commission on new business
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business, provide end-to-end servicing of personal lines accounts, including quoting, renewing, cross-selling, and upselling.
• Build and maintain strong client relationships through effective communication and exceptional customer service.
• Utilize EPIC software to manage accounts efficiently (prior experience with EPIC is a plus).
• Collaborate with team members to ensure a seamless and productive work environment.
• Support the agency's growth by identifying opportunities for new business and contributing to the overall success of the team.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • 2-3+ years of experience in an insurance agency is preferred.
• Technical Skills: Familiarity with EPIC software is highly desirable.
• Soft Skills:
  • Strong communication and phone skills.
  • Team-oriented with a positive attitude.
  • Excellent organizational and multitasking abilities.
  • A proactive and customer-focused mindset.

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