Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and professional Personal Lines Account Manager to join a growing team. This role is integral to the Personal Lines department which handles a diverse portfolio of standard to middle-market personal lines accounts. The successful candidate will manage a book of business with $2M in premium working closely with clients to provide exceptional service process renewals and offer tailored insurance solutions. This position offers an excellent opportunity for growth and development within a supportive and dynamic environment.

Compensation Package

• Salary Range: $60000 - $80000 annually commensurate with experience.
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

• Manage a portfolio of personal lines accounts ranging from $5000 to $40000 in premium.
• Provide end-to-end account management including quoting processing endorsements and handling renewals.
• Advise clients on additional lines of coverage and ensure their insurance needs are met.
• Work with carriers such as Mercury Travelers Safeco and E&S markets.
• Handle California Fair Plan policies and understand DIC (Difference in Conditions) coverage.
• Maintain organized records and ensure timely follow-ups with clients.
• Collaborate with the Personal Lines Department Lead and other team members to meet departmental goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license in California is required.
• Experience: Minimum of 3 years of experience in personal lines insurance with exposure to California Fair Plan and DIC coverage preferred.
• Technical Skills: Proficiency in AMS 360 software is highly desirable.
• Soft Skills:
  • Personable and client-focused.
  • Trainable and eager to learn.
  • Solutions-oriented with the ability to think on your feet.
  • Highly organized and detail-oriented.
  • Strong problem-solving and communication skills.

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