Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking an experienced and dedicated Personal Lines Account Manager to join a team. This is a full-time position that will initially require onsite work with the potential for hybrid or remote arrangements based on performance and business needs. The ideal candidate will have a strong background in personal lines account management excellent customer service skills and the ability to thrive in a collaborative and flexible work environment.

Compensation Package

Base Salary:

• Hybrid: $70000$75000 annually (up to $75000 for highly qualified candidates)

Bonuses:

• Quarterly Bonus: Available for fully onsite employees
• Year-End Bonus: Available to all employees
• Average Annual Bonus Potential: Approximately $6000

Additional Incentives:

• PURE New Business (Inbound Leads): 40% one-time commission for accounts handled and closed by the Account Manager (eligibility criteria apply)
• Lost Data/Win-Back Accounts: Commission eligibility for successfully won-back accounts
• Staff Bonus Pool: Quarterly cash bonuses ranging from $500$1000 based on team success
• Holiday Bonus: Example payout of $2000 for non-producers

Benefits:

• Medical Insurance: Multiple plan options through BCBS with an estimated employee cost of $300$400/month for individual coverage
• 401(k): Currently under review (previously offered via Paychex no match)
• Work-From-Home Setup: Provided for weather illness or other circumstances

Responsibilities

• Manage and service personal lines accounts with professionalism and efficiency
• Build and maintain strong relationships with clients ensuring their insurance needs are met
• Handle inbound leads and close new business opportunities
• Assist with win-back accounts by leveraging prior policy information and background details
• Collaborate with team members to achieve agency goals and contribute to a motivated and flexible work culture
• Stay updated on industry trends carrier products and software systems

Qualifications/Requirements

• Experience:
  • Minimum of 5 years in Personal Lines Account Management (10 years preferred for fully remote consideration)
• Education:
  • College degree preferred
  • Professional designations are a plus
• Carrier Experience:
  • Familiarity with any of the following carriers: Travelers Safeco Foremost Cincinnati Acuity NatGen Openly Nationwide CHUBB PURE
• Software Skills:
  • TAM experience preferred (EPIC experience acceptable; TAM can be learned)
• Proven success in remote work (if applying for a remote position)
• Strong knowledge of insurance coverage procedures and processes
• Ability to pass a background check and provide references (preferably previous supervisors)

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