Personal Lines Account Manager - Hybrid

Personal Lines Account Manager - Hybrid

Seeking a motivated and experienced Personal Lines Account Manager to join a well-established and growing team. This role offers a unique opportunity to work with a reputable agency that specializes in personal lines insurance, with a strong focus on delivering exceptional service and cross‑selling opportunities. The position is hybrid, with a mix of in‑office and remote work after the initial training period.

• Salary Range
  : $50,000 - $65,000 annually
• Benefits
  :
  Comprehensive benefits package, including health insurance
• Work Arrangement
  :
  Hybrid model (onsite training for a few months, then remote work on Wednesdays and Fridays)

• Manage a portfolio of personal lines insurance accounts, ensuring high levels of client satisfaction and retention.
• Handle a mix of 50% sales and 50% service (with an expected shift to 70% service and 30% sales over time).
• Proactively round and cross‑sell insurance products to existing clients.
• Quote new and renewal business, ensuring accuracy and compliance with company standards.
• Utilize Xanatek software to manage client information and process transactions.
• Collaborate with team members to meet agency goals and contribute to a positive work environment.

• Licensure
  :
  Active Property & Casualty (P&C) license required.
• Experience
  :
  Minimum of 2 years in personal lines insurance; experience with Erie Insurance is a plus but not required.
• Skills
  :
  Strong sales and customer service skills, with a willingness to engage in cross‑selling and upselling.
• Language
  :
  Spanish‑speaking candidates are highly desirable.
• Technical Proficiency
  :
  Familiarity with Xanatek software or similar systems is preferred.
• Work Ethic
  :
  Must be adaptable, detail‑oriented, and comfortable working in a hybrid environment.