Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a close-knit and hardworking team. This role is integral to the organization as you will be responsible for managing personal lines accounts including home auto renters non-standard auto and umbrella policies. If you are passionate about providing exceptional customer service and have a background in the insurance industry encourage you to apply.

Compensation Package

• Salary Range: $40000 - $60000 annually based on experience.
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

As a Personal Lines Account Manager your primary responsibilities will include:

• Quoting new and renewal policies.
• Explaining coverage options to clients in a clear and professional manner.
• Cross-selling additional products and services when appropriate.
• Managing and processing policy renewals.
• Collecting and updating renewal information.
• Assisting clients with billing and claims inquiries.
• Maintaining and servicing a book of personal lines accounts with a mix of standard and high-net-worth clients.
• Utilizing AMS360 software for account management and documentation.

Qualifications/Requirements

To be successful in this role you should meet the following qualifications:

• Licenses/Certifications: Active Property & Casualty (P&C) license in Oregon is required.
• Experience:
  • Minimum of 1-2 years of experience in the insurance industry (3 years preferred).
  • Familiarity with personal lines accounts including home auto renters and umbrella policies.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Ability to manage multiple tasks and prioritize effectively.
  • Attention to detail and accuracy in handling client accounts.
  • Team-oriented mindset with a collaborative approach.
  • Problem-solving skills and a proactive attitude.

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