Licensed Personal Lines Insurance Account Manager

We are seeking a licensed Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction.

If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Health Insurance

Dental Insurance

Life Insurance

Hands on Training

Retirement Plan

Costco Membership

Responsibilities

• Manage a portfolio of personal lines insurance accounts, including homeowners, auto, umbrella, and other personal insurance products
• Build and maintain strong relationships with clients, insurers, and internal stakeholders
• Assess client needs and recommend appropriate coverage options
• Provide prompt, courteous, and professional service to clients, including responding to inquiries, processing policy changes, and resolving issues
• Stay current on industry trends, regulations, and best practices
• Collaborate with team members to achieve department goals and objectives

Ensure accuracy of client data and documentation in agency management system

• Assist with renewal process, including policy reviews and remarketing as needed
• Retention of existing accounts is the #1 priority : maintain consistent and quality service to customers and maintain 90% or better retention.
• Identify rounding / upsell and cross-sell opportunities and process as required.
• Renew and / or requote existing client accounts that fall within assigned client list
• Quote, follow up, and write new business within 48 hours.
• Generate endorsements, certificates, and binders at clients' request.
• Respond to customers' billing questions, generate invoices, and assist with payments when necessary.
• Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records.
• Other duties as assigned.

Requirement

• Property & Casualty License is required
• Active Personal Lines Insurance License
• Proven experience as a Personal Lines Account Manager or similar role
• Strong understanding of personal lines insurance products and coverage options
• Proficiency in insurance agency management systems and Microsoft Office Suite
• Excellent communication and interpersonal skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Detail-oriented with strong organizational and problem-solving skills
• Commitment to providing exceptional customer service
• Good Listening Skills
• Proficiency in Microsoft Word, Excel and Outlook
• High school diploma or GED required
• CISR, CIC or CPCU designation a plus
• Knowledge of Applied Management system (TAM) or EPIC a plus
• Previous Experience working for an Independent Agent is a plus
• Multi-lingual is a plus
1 day ago