Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is essential to managing and supporting a book of business that includes both personal and select commercial lines accounts. The ideal candidate will bring a strong background in insurance, exceptional organizational skills, and a proactive approach to client service. This position offers a hybrid work environment after a probationary period, with opportunities to contribute to a dynamic and growing team.
Compensation Package
- Salary Range: $60,000 – $75,000 annually, commensurate with experience.
- Work Schedule: Hybrid (4 days in-office, 1 day remote after probation).
- Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
Responsibilities
- Manage and service a book of business comprising 80% personal lines and 20% select commercial lines accounts.
- Handle back-end account management tasks, including quoting, renewals, and cross-selling/up-selling opportunities.
- Provide exceptional client service by addressing inbound inquiries and proactively managing client needs.
- Collaborate with team members to ensure seamless account transitions and workload balance.
- Utilize AMS software to maintain accurate records and streamline account management processes.
Qualifications/Requirements
- Licenses/Certifications: Property & Casualty (P&C) license required.
- Experience:
- Minimum of 2 years of insurance experience, preferably with a background in independent agencies or captive environments.
- Familiarity with Travelers and Liberty Mutual products is a plus.
- Technical Skills: Proficiency in AMS software or similar account management systems.
- Soft Skills:
- Strong organizational and time-management abilities.
- Excellent communication and interpersonal skills.
- Proactive problem-solving mindset.
- Attention to detail and accuracy in managing accounts.
- Ability to work collaboratively in a team-oriented environment.
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