Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the Personal Lines Department, where you will manage a portfolio of standard personal lines accounts, provide exceptional customer service, and ensure the seamless handling of client needs. Reporting directly to the Personal Lines Department Manager, you will play a key role in maintaining and growing the client relationships.

• Salary: $55,000 - $65,000 annually, based on experience and qualifications.
• Benefits:
  • 401(k) with a 50% match of the lowest selected benefits and a 3% match to IRA.
  • Paid Time Off (PTO): 3 weeks annually.
• Work Environment:
  Currently in-office, with potential for a hybrid work model (2 days work-from-home) under consideration.

• Handle incoming client calls and provide exceptional customer service.
• Manage servicing of client accounts, including endorsements and renewals.
• Quote new and renewal business (approximately 90% renewals and 10% new business).
• Collaborate with the team to ensure timely and accurate handling of client needs.
• Utilize Epic software for account management and documentation.

• Licenses/Certifications:
  
  Property & Casualty (P&C) license required.
• Experience:
  • Best Candidate: 3+ years of experience in personal lines account management, Epic software experience, and strong customer service skills.
  • Average Candidate: 2+ years of experience in personal lines account management, P&C license, and customer service experience.
• Technical
  
  Skills:
  
  Proficiency in Epic software is preferred.
• Soft Skills:
  
  Strong communication, organizational, and problem-solving abilities.

Mid‑Senior level

Full‑time

• Sales, Business Development, and Finance

• Banking, Financial Services, and Insurance

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