Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the organization providing exceptional service to the clients while managing a diverse portfolio of personal lines accounts. The ideal candidate will have a strong background in personal lines insurance including high-net-worth accounts and a proven ability to handle both sales and service responsibilities. This is a hybrid position requiring at least two to three days in the office each week.
Compensation Package
- Salary Range: $75000 - $100000 annually based on experience and qualifications.
- Benefits: Comprehensive benefits package including a 401(k) plan.
- Work Environment: Hybrid work model (minimum 2-3 days in-office per week).
Responsibilities
- Manage a portfolio of personal lines accounts including both high-net-worth and standard accounts.
- Provide full servicing of accounts including marketing new and renewal business.
- Present quotes to clients and process cancellations endorsements and invoicing.
- Collaborate with team members to ensure client satisfaction and efficient account management.
- Utilize EPIC software for account management and documentation.
- Build and maintain strong relationships with clients and insurance carriers including Mercury Safeco Travelers and others.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) license required.
- Experience: Minimum of 3 years of experience in personal lines insurance with exposure to high-net-worth accounts preferred.
- Technical Skills: Proficiency in EPIC software and familiarity with carriers such as Mercury Safeco and Travelers.
- Soft Skills: Strong communication skills proactive approach team-oriented mindset and personable demeanor.
- Work Environment: Ability to work in a hybrid model with at least 2-3 days in-office per week.
#LI-DM2
Required Experience:
Manager
Job DescriptionPersonal Lines Account ManagerJob SummarySeeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the organization providing exceptional service to the clients while managing a diverse portfolio of personal lines accounts. The ideal c...
Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the organization providing exceptional service to the clients while managing a diverse portfolio of personal lines accounts. The ideal candidate will have a strong background in personal lines insurance including high-net-worth accounts and a proven ability to handle both sales and service responsibilities. This is a hybrid position requiring at least two to three days in the office each week.
Compensation Package
- Salary Range: $75000 - $100000 annually based on experience and qualifications.
- Benefits: Comprehensive benefits package including a 401(k) plan.
- Work Environment: Hybrid work model (minimum 2-3 days in-office per week).
Responsibilities
- Manage a portfolio of personal lines accounts including both high-net-worth and standard accounts.
- Provide full servicing of accounts including marketing new and renewal business.
- Present quotes to clients and process cancellations endorsements and invoicing.
- Collaborate with team members to ensure client satisfaction and efficient account management.
- Utilize EPIC software for account management and documentation.
- Build and maintain strong relationships with clients and insurance carriers including Mercury Safeco Travelers and others.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) license required.
- Experience: Minimum of 3 years of experience in personal lines insurance with exposure to high-net-worth accounts preferred.
- Technical Skills: Proficiency in EPIC software and familiarity with carriers such as Mercury Safeco and Travelers.
- Soft Skills: Strong communication skills proactive approach team-oriented mindset and personable demeanor.
- Work Environment: Ability to work in a hybrid model with at least 2-3 days in-office per week.
#LI-DM2
Required Experience:
Manager
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