Job Description

Personal Lines & Commercial Lines Agent & Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines & Commercial Lines Agent & Account Manager to join a team. Initially, your primary responsibility will be servicing and managing the existing book of business, with opportunities to grow the portfolio in the future. This position requires a collaborative, teachable, and team-oriented professional who thrives in a dynamic environment.

Compensation Package

• Base Salary: $50,000 - $70,000 (commensurate with experience) + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service an existing $2M book of business, including accounts ranging from $1K to $40K
• Provide exceptional customer service to clients, ensuring their needs are met and inquiries are resolved promptly
• Collaborate with the team to achieve monthly performance goals and contribute to a positive work environment
• Assist with the transition and training process for the book of business, ensuring a smooth handoff
• Handle a mix of personal lines and commercial lines accounts, including contractors and construction clients
• Utilize AMS360 software for account management (training provided if necessary)

Qualifications/Requirements

• 2-5+ years of experience in personal and/or commercial lines insurance
• Proven ability to manage and service a diverse book of business
• Strong interpersonal and communication skills, with a focus on collaboration and teamwork
• A teachable attitude and a willingness to learn and grow within the role
• Bilingual skills are a plus but not required
• Familiarity with AMS360 is preferred but not mandatory
• Ability to work in-office five days a week initially, with potential for hybrid flexibility after the onboarding period

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