Personal Lines Account Manager

Personal Lines Account Manager (PL AM)

Seeking a dedicated and experienced Personal Lines Account Manager (PL AM) to join a dynamic team. This role offers a unique opportunity to work in a hybrid environment with a supportive and collaborative culture. As a PL AM, you will manage a diverse book of business, providing end-to-end service to clients while contributing to the growth and success of the agency.

This position is available immediately, and they are looking for a motivated professional to fill this critical role.

• Salary Range: $50,000 - $70,000 annually
• Commission:
  Earn additional income through upselling and cross-selling opportunities
• Bonus:
  Discretionary bonuses based on agency profitability
• Benefits:
  Comprehensive benefits package
• Paid Time Off (PTO):
  Flexible
• Holiday Pay:
  All bank holidays

• Manage a book of business with approximately $1M in premium, consisting of accounts ranging from $100 to $15,000 in premium (average size: $3,000).
• Handle a mix of 60% renewals and 40% new business.
• Provide "soup-to-nuts" service, ensuring client satisfaction and retention.
• Collaborate with top carriers, including Accident Fund, Acuity, American Modern, Auto Owners, Burns & Wilcox, CHUBB, and others.
• Utilize the EPIC Agency Management System to maintain accurate records and streamline workflows.
• Identify opportunities for upselling and cross-selling to maximize revenue.

• Proven experience in personal lines account management or a similar role.
• Familiarity with top carriers such as Accident Fund, Acuity, American Modern, Auto Owners, and others is highly desirable.
• Proficiency in using the EPIC Agency Management System or similar platforms.
• Strong organizational and communication skills with the ability to manage multiple accounts effectively.
• A results-driven mindset with a focus on client satisfaction and agency profitability.
• Ability to work in a hybrid environment, balancing onsite and remote responsibilities.

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