Job Description

CL/PL Account Manager

Job Summary

Seeking a highly skilled and experienced CL/PL Account Manager to join a well-established and growing insurance agency. This role primarily focuses on servicing commercial accounts, with occasional personal lines responsibilities. If you are a licensed insurance professional with a passion for client service and a desire to work in a supportive, close-knit team environment, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $60,000 annually, commensurate with experience.
• Benefits: Comprehensive health insurance (employee coverage paid by the company).
• Work Schedule: Four-day workweek (10-hour days).
• Work Environment: Onsite position in a small, collaborative office setting.

Responsibilities

• Provide exceptional service to a portfolio of commercial and personal lines accounts.
• Handle all service-related tasks, including policy changes, endorsements, and client inquiries.
• Quote and process new and renewal business for both commercial and personal lines.
• Maintain accurate records and documentation using EzLynx software.
• Collaborate with team members to ensure client satisfaction and retention.
• Stay informed about industry trends and regulatory changes to provide clients with the best possible advice and solutions.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience in an insurance agency, with a strong focus on commercial lines.
• Technical Skills: Proficiency in using EzLynx software is preferred.
• Industry Knowledge: Familiarity with quoting and servicing both new and renewal business.
• Work Style: Ability to work independently and efficiently in a fast-paced environment.
• Team Fit: A collaborative mindset and a commitment to contributing to a small, dedicated team.
• Availability: Must be able to work onsite and commit to a four-day, 10-hour workweek schedule.

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