Personal Insurance Account Manager

Personal Lines Account Manager

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. The ideal candidate will manage a book of business with a total premium of $4 million, including home, auto, umbrella, and some high-net-worth accounts. This role requires a proactive individual with strong technical skills, a customer-focused mindset, and the ability to handle renewals, quoting, marketing, and cross-selling.

This is a hybrid position
, requiring 1-2 days in the office and the remainder of the week working remotely.

• Salary Range
  : $60,000 - $75,000 annually
• Benefits
  :
  Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

• Manage a book of business consisting of 800 client accounts with $4 million in premium
• Handle renewals, quoting, cross-selling, and upselling opportunities
• Process endorsements and provide exceptional customer service
• Collaborate with a virtual assistant for back-end support
• Work with standard lines accounts, including home, auto, and umbrella policies
• Utilize AMS
  360 software for account management and documentation

• Active Property & Casualty (P&C) License
• Minimum of 3 years of experience in a similar role
• Proficiency in AMS
  360 or similar agency management software
• Strong technical skills and ability to adapt to new technologies
• Excellent communication and interpersonal skills
• A proactive, go-getter mentality with a focus on client satisfaction