Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. In this role, you will be responsible for managing and retaining an assigned book of personal lines business while delivering exceptional client service. You will leverage your insurance expertise to handle new business and renewals, identify cross-selling and upselling opportunities, and support agency producers in growing existing accounts and developing new business. This is an excellent opportunity for a motivated professional to contribute to the success of a dynamic and client-focused organization.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities, including educational seminars and training.

Responsibilities

• Manage an assigned book of personal lines accounts and maintain strong client relationships.
• Handle day-to-day client requests, incoming calls, correspondence, and company inquiries.
• Process account transactions, including applications, quotations, ID cards, endorsements, binders, claims, renewals, and follow-ups.
• Oversee the renewal process and ensure strong client retention through proactive communication and quality service.
• Conduct annual coverage reviews and recommend additional coverage options or increased limits when appropriate.
• Identify cross-selling and upselling opportunities, including companion policies for existing mono-line accounts.
• Generate new personal lines business within established agency underwriting guidelines.
• Review new business, renewals, and endorsements to ensure policies are issued accurately and as requested.
• Assist producers with account growth and support the agency's overall sales objectives.
• Maintain accurate and updated client files within the agency management system.
• Communicate with insureds and carriers regarding claims and ensure claim files remain current.
• Monitor collections and maintain knowledge of carrier underwriting requirements and policy provisions.
• Participate in educational seminars and training to continuously improve insurance and sales knowledge.
• Assist with special projects and other duties as assigned by management.

Qualifications/Requirements

• Minimum of 3 years of personal lines property and casualty insurance experience.
• Strong knowledge of personal lines coverages, underwriting, and rating.
• Active Property & Casualty license, or ability to obtain within the first 90 days of employment.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Strong technical and client relationship management skills.
• Experience with an agency management system preferred.
• College degree preferred.

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