Personal Lines Account Manager

Our experienced team offers services for both residential and commercial properties.

With over 25 years of experience in the industry.

Position Title: Account Manager (Personal Lines)

FLSA Status: Exempt

Work Schedule: 8:30 a.m. – 5:30 p.m. Monday – Friday (2 client-facing events/month)

The Person al Lines Account Manager oversees a book of business by reviewing and assessing upcoming renewals while identifying opportunities to upsell and cross-sell insurance products.

• None

• Act as a trusted advisor to clients, addresses inquiries, concerns, and provides expert insights.
• Analyze insurance data to identify potential risk and deliver effective solutions.
• Review and assess upcoming renewals, ensuring clients have the best coverage options.
• Proactively contact clients to schedule and conduct annual review calls.
• Identify and capitalize on opportunities for upselling and cross-selling insurance products.
• Strengthen client relationships by providing exceptional, top-tier customer service with consistent follow-through.
• Attend two client-facing events per month.

• 3-5 years of customer service experience in Sales and Account Management within the Property & Casualty Insurance industry, preferably in an independent agency, or with a strong understanding of multiple carriers.
• Self-starter mentality driven to achieve goals and deliver measurable results.
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Proactive mindset with exceptional analytical and problem-solving abilities.
• Strong commitment to customer satisfaction by adeptly addressing client concerns, providing clear answers to questions, and offering effective solutions.
• Ability to adapt and learn new web-based software programs.
• Active Property & Casualty license
• High school diploma or GED
• Proficiency in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.

• Regularly operates a computer and other office productivity machinery, such as a headset, and printer.
• Regular use of computer systems and phone calls, requiring prolonged screen time and phone conversations.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Must be able to remain in a stationary position for prolonged periods of time.
• Occasionally attend client-facing events outdoors.

If you can crash it, burn it down or get sued because of it, we can insure it.