Personal Lines Account Manager
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Job Location:
Roswell, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a this role you will independently manage an assigned book of personal lines insurance business ensuring exceptional customer service and tailored solutions for clients. You will work closely with clients insurance carriers and agency partners to deliver professional and timely service while contributing to the growth and success of the agency.
Compensation Package
Offering a competitive annual salary that is reviewed periodically during performance evaluations. Additionally you will be eligible for monthly commissions on new business generated in accordance with agency guidelines. This compensation structure is designed to reward outstanding service client retention and contributions to the agencys growth.
Responsibilities
- Handle new business marketing for qualified personal lines opportunities.
- Manage policy renewals and initiate re-marketing efforts to ensure competitive coverage and pricing.
- Issue and bind new and renewal policies in compliance with agency procedures.
- Perform detailed policy and endorsement checks to ensure accuracy and compliance.
- Provide comprehensive policy servicing for assigned clients including processing changes handling requests and updating documentation.
- File auto claims for specific carriers and guide insured clients in filing claims directly with others.
- Maintain accurate documentation and communication logs within the agency management system (AMS360).
- Deliver timely courteous and professional service via phone email and written communication.
Key Performance Indicators (KPIs)
- Client Retention: Maintain an annual client retention rate of 90% by minimizing policy cancellations non-renewals and lapses (excluding uncontrollable factors such as relocation death or underwriting withdrawal).
- New Business Growth: Contribute to agency growth by achieving an annual increase of 5% in personal lines policies/accounts.
Qualifications/Requirements
- Proven experience in personal lines insurance account management or a related field.
- Strong knowledge of personal lines insurance products policies and procedures.
- Proficiency in using agency management systems (experience with AMS360 is a plus).
- Exceptional attention to detail and organizational skills.
- Excellent communication skills both written and verbal with a professional demeanor.
- Ability to work independently prioritize tasks and meet deadlines.
- A customer-focused mindset with a commitment to delivering outstanding service.
- Relevant insurance licenses as required by state regulations.
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Required Experience:
Manager
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