Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and client-focused Personal Lines Account Manager to join a growing team. This role is an excellent opportunity for an experienced professional who is passionate about providing exceptional service and contributing to a collaborative and supportive work environment. The successful candidate will manage a fresh book of business, focusing on standard personal lines accounts such as home, auto, and umbrella policies. This position offers a chance to grow within a tight-knit team that values education, teamwork, and professional development.

Compensation Package

• Salary Range: $50,000 - $70,000 annually, based on experience and qualifications.
• Incentive Plan: Quarterly incentive plan based on new business and retention goals.
• Work Schedule: Full-time, in-office for 5 days a week. Eligible for 1 work-from-home day per week after 90 days.
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage a fresh book of business, focusing on standard personal lines accounts (home, auto, umbrella).
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with team members to achieve office goals for new business and retention.
• Stay updated on industry trends and pursue professional development opportunities.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required. Additional designations are preferred.
• Experience: Minimum of 2+ years in sales or service; 5+ years preferred. Candidates with captive experience will also be considered.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Soft Skills: Passionate, team-oriented, client-focused, eager to learn and grow, and a positive attitude.
• Education: Commitment to ongoing education and professional development is highly valued.

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