Personal Lines Account Manager

Personal/Commercial Lines Account Manager

Seeking a dedicated and detail-oriented Personal/Commercial Lines Account Manager to join a team. This role is ideal for an experienced insurance professional with a background in personal lines and light commercial insurance or for someone with personal lines experience who is eager to expand into commercial lines. The successful candidate will play a key role in servicing and managing accounts ensuring client satisfaction and contributing to the overall success of the agency.

• Salary: $40000 - $50000 (Dependent on Experience)
• Benefits: Comprehensive benefits package
• Work Environment: On-site position with a collaborative and supportive team culture

• Manage and service a book of business including personal lines (home auto) and small commercial accounts (BOPs general liability small commercial packages).
• Handle daily service tasks such as Certificates of Insurance endorsements change requests and running reports.
• Quote new and renewal business for both personal and commercial lines.
• Provide exceptional customer service to clients addressing inquiries and resolving issues promptly.
• Collaborate with team members to ensure seamless account management and client satisfaction.
• Stay updated on industry trends regulations and best practices.

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience:
  • Minimum of 1-5 years of experience in insurance account management.
  • Preferred: 3-5 years of experience in personal and/or commercial lines.
• Technical Skills: Proficiency in Applied TAM software is preferred.
• Soft Skills:
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • A proactive and customer-focused mindset.
  • Willingness to learn and adapt to new challenges.
  • Team-oriented with a collaborative approach.
• Work Environment: This is an on-site position and candidates must be able to work from the office.

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