Personal Lines Account Manager
Personal Lines Account Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description
Job Title: Personal Lines Account Manager (PLAM)
Location: Onsite Burlington. NJ
Salary: Up to $65000 annually
Start Date: ASAP
Job Type: Full-Time
Benefits: Medical dental vision (majority employer-paid) 401(k) with match
About the Role:
As a Customer Service Representative/Account Manager you will support our producers and clients by efficiently managing quotes renewals endorsements audits new business and policy service requests. This is an onsite position that requires previous independent agency experience (no captive agents please) and strong proficiency with AMS360.
Key Responsibilities:
Quoting & Marketing: Collaborate with producers to quote and remarket new and renewal business within agency timelines.
Policy Renewals: Review and process renewals efficiently and proactively.
Inspection Reports: Follow up on required repairs or updates for homeowners policies and ensure proof is received to avoid cancellation.
Billing & Payments: Proactively contact clients about non-pay cancellations assist with payments and promote EFT enrollment.
New Business Processing: Coordinate new submissions follow-ups and cross-sell opportunities.
Documentation: Collect and file all required documents (e.g. proof of insurance waivers IDs etc.) for compliance and verification.
Policy Endorsements: Process changes update client files and maintain follow-up records.
Coverage Reviews: Conduct thorough replacement cost reviews recommend appropriate coverage enhancements and discuss liability options including umbrellas.
Requirements:
P&C License Required
Experience: Prior experience in an independent insurance agency (not captive)
Software: Proficiency with AMS360
Strong attention to detail communication skills and client-focused mindset
Benefits:
Competitive salary up to $65K
401(k) with company match
Medical dental and vision insurance employer pays the majority
Stable supportive team environment
#LI-OS1
Required Experience:
Manager
Employment Type
Full-Time
