Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and dynamic Personal Lines Account Manager to join a growing team. This role is integral to managing the complete service cycle for personal insurance clients including new business renewals and mid-term changes. The ideal candidate will have a strong understanding of personal insurance products excellent organizational skills and a commitment to delivering exceptional customer service.
Compensation Package
- Salary Range: $45000 - $60000 (depending on experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Manage personal lines accounts throughout the entire policy lifecycle including new business renewals and mid-term changes.
- Provide exceptional service to existing clients while supporting growth through inside/outside referrals.
- Assist with coverage placement risk evaluation and recommending updates based on client needs.
- Prepare and process policy documents including binders ID cards EOPs and insurance summaries.
- Handle client billing needs including invoice processing reconciliation and follow-up on outstanding items.
- Answer incoming calls greet walk-ins and provide general support in a client-facing capacity.
- Participate in client and carrier meetings as needed.
Qualifications/Requirements
- Required:
- Active Property & Casualty Insurance License.
- Extensive knowledge of personal insurance products (home auto umbrella collections etc.).
- Strong organizational and time management abilities.
- Excellent customer service written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Word Excel Outlook).
- Preferred:
- 3 years of experience with personal lines insurance.
- Familiarity with agency workflows and management systems (e.g. Applied Epic).
- Understanding of agency workflows and procedures.
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.
#LI-RP1
Required Experience:
Manager
Job DescriptionPersonal Lines Account ManagerJob SummarySeeking a dedicated and dynamic Personal Lines Account Manager to join a growing team. This role is integral to managing the complete service cycle for personal insurance clients including new business renewals and mid-term changes. The ideal c...
Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and dynamic Personal Lines Account Manager to join a growing team. This role is integral to managing the complete service cycle for personal insurance clients including new business renewals and mid-term changes. The ideal candidate will have a strong understanding of personal insurance products excellent organizational skills and a commitment to delivering exceptional customer service.
Compensation Package
- Salary Range: $45000 - $60000 (depending on experience)
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Manage personal lines accounts throughout the entire policy lifecycle including new business renewals and mid-term changes.
- Provide exceptional service to existing clients while supporting growth through inside/outside referrals.
- Assist with coverage placement risk evaluation and recommending updates based on client needs.
- Prepare and process policy documents including binders ID cards EOPs and insurance summaries.
- Handle client billing needs including invoice processing reconciliation and follow-up on outstanding items.
- Answer incoming calls greet walk-ins and provide general support in a client-facing capacity.
- Participate in client and carrier meetings as needed.
Qualifications/Requirements
- Required:
- Active Property & Casualty Insurance License.
- Extensive knowledge of personal insurance products (home auto umbrella collections etc.).
- Strong organizational and time management abilities.
- Excellent customer service written and verbal communication skills.
- Proficiency with Microsoft Office Suite (Word Excel Outlook).
- Preferred:
- 3 years of experience with personal lines insurance.
- Familiarity with agency workflows and management systems (e.g. Applied Epic).
- Understanding of agency workflows and procedures.
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.
#LI-RP1
Required Experience:
Manager
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