Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. You will manage a book of business totaling $2.5 million in premium, primarily consisting of standard market accounts. If you are a customer-focused professional with a strong background in personal lines insurance

Compensation Package

• Salary Range: $70,000 - $100,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a book of business, including home, auto, umbrella, and fire insurance policies.
• Handle renewals, endorsements, certificates of insurance (COI), and cross-selling opportunities.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Assist with quoting new and renewal business, with a primary focus on renewals.
• Collaborate with department managers and team members to ensure seamless service delivery.
• Proactively identify opportunities to bring in new business.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in an independent insurance brokerage, with a focus on personal lines.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong customer service orientation.
  • Reliable and dependable.
  • Warm, personable, and professional demeanor.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.

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