Job Description

Commercial & Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial & Personal Lines Account Manager to join a team. This role involves managing a mix of commercial (40%) and personal lines (60%) accounts, providing exceptional service to the clients, and ensuring the smooth operation of the insurance processes. The ideal candidate will have a strong background in Property & Casualty insurance, excellent organizational skills, and the ability to work collaboratively in a family-oriented, flexible work environment.

Compensation Package

• Salary Range: $50,000 - $80,000 annually, based on experience.
• Benefits:
  • Paid Time Off (PTO): 2 weeks to start, accruing 1 additional day per year up to 4 weeks.
  • 5 sick days and 1 personal day annually.
  • All major holidays off.
  • Bonus potential.
• Work Schedule: Monday to Friday, 8:30 AM - 5:00 PM with a 1-hour lunch break. Flexible scheduling available.
• Work Environment: Fully in-office for at least the first year.

Responsibilities

• Manage a book of business consisting of approximately 150 renewals, including BOPs, artisan contractors, GCs, events, churches, professional lines, and bonds.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Handle daily tasks such as issuing Certificates of Insurance (COIs), preventing cancellations, and troubleshooting client issues.
• Utilize agency management software (EX Lynx and Evix ASP) for documentation and processing.
• Collaborate with team members to maintain a cohesive and supportive work environment.
• Gradually take on more managerial responsibilities as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 1 year of experience in a similar role (3+ years preferred).
  • Familiarity with small to mid-sized accounts (average size $50k, maximum $80k-$100k).
• Technical Skills: Proficiency in EX Lynx and Evix ASP software preferred. Experience with both paper and electronic documentation processes.
• Soft Skills:
  • Strong interpersonal skills and the ability to mesh well with a close-knit team.
  • Proactive problem-solving abilities and a willingness to take on additional responsibilities over time.
  • Excellent organizational and time management skills.
• Other Requirements: Must be comfortable working in-office for at least the first year.

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