Job Description
Office Manager / Account Manager (Personal or Commercial Lines)
Job Summary
Looking for a dedicated and experienced Office Manager or Account Manager with expertise in Personal or Commercial Lines to join a growing team. This role is ideal for a professional with a strong background in Property & Casualty (P&C) insurance new business development and team leadership.
Compensation Package
- Base Salary: $50000 - $75000 annually (based on experience)
- Competitive benefits package paid time off professional development opportunities etc.
Responsibilities
- Oversee daily operations ensuring staff adherence to systems and processes.
- Act as the primary point of contact for employees with policy-related questions.
- Manage a mix of responsibilities: 30-40% management and the remainder in sales and service.
- Handle warm leads distributed daily.
- Quote and manage new and renewal business with a focus on new business (50%).
- Provide training and guidance to team members as needed.
- Work on a variety of accounts including umbrella auto home condos rental properties property liability and workers compensation.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) license required.
- Experience:
- Minimum of 3-4 years of experience in P&C insurance.
- Proven track record in new business development.
- Experience in an independent agency setting preferred.
- Technical Skills: Familiarity with EZLynx software is a plus but not required.
- Soft Skills:
- Strong organizational skills.
- Team player with a collaborative mindset.
- Ability to lead and train team members effectively.
- CRC designation is a plus.
- Other Requirements:
- Tech-savvy with the ability to adapt to new systems.
- Stable work history with no frequent job changes.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager