Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and professional Personal Lines Account Manager to join a growing team. This role is integral to the Personal Lines department, which handles a diverse portfolio of standard to middle-market personal lines accounts. The successful candidate will manage a book of business with $2M in premium, working closely with clients to provide exceptional service, process renewals, and offer tailored insurance solutions. This position offers an excellent opportunity for growth and development within a supportive and dynamic environment.
Compensation Package
- Salary Range: $60,000 - $80,000 annually, commensurate with experience.
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
Responsibilities
- Manage a portfolio of personal lines accounts ranging from $5,000 to $40,000 in premium.
- Provide end-to-end account management, including quoting, processing endorsements, and handling renewals.
- Advise clients on additional lines of coverage and ensure their insurance needs are met.
- Work with carriers such as Mercury, Travelers, Safeco, and E&S markets.
- Handle California Fair Plan policies and understand DIC (Difference in Conditions) coverage.
- Maintain organized records and ensure timely follow-ups with clients.
- Collaborate with the Personal Lines Department Lead and other team members to meet departmental goals.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) license in California is required.
- Experience: Minimum of 3 years of experience in personal lines insurance, with exposure to California Fair Plan and DIC coverage preferred.
- Technical Skills: Proficiency in AMS 360 software is highly desirable.
- Soft Skills:
- Personable and client-focused.
- Trainable and eager to learn.
- Solutions-oriented with the ability to think on your feet.
- Highly organized and detail-oriented.
- Strong problem-solving and communication skills.
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