Personal Lines Account Manager

Personal Lines Account Manager

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role involves servicing a diverse portfolio of personal lines insurance accounts with a focus on providing exceptional customer service and identifying opportunities for cross-selling and upselling. The ideal candidate will have a solid understanding of insurance practices and a proven track record of managing accounts effectively.

• Base Salary: $50000 for candidates local to the Chicagoland area; up to $55000 for candidates with extensive experience.
• Commission: 20% of revenue on new business generated through cross-selling and upselling.

• Manage a book of business with approximately 900-1000 accounts generating $500000 in revenue.
• Service a range of accounts primarily standard personal lines (PL) with some high-net-worth (HNW) clients.
• Build and maintain strong relationships with clients ensuring their insurance needs are met with professionalism and efficiency.
• Identify opportunities for cross-selling and upselling insurance products to existing clients.
• Collaborate with top carriers including Auto Owners Cincinnati Travelers LiMu Westfield and West Bend to provide tailored insurance solutions.
• Utilize the EPIC Agency Management System to manage client accounts and maintain accurate records.
• Participate in a structured interview and assessment process with potential involvement from senior team members.

• Minimum of 4 years of experience in personal lines insurance; 10 years of experience is highly desirable.
• Experience with captive insurance is acceptable.
• Familiarity with top carriers such as Auto Owners Cincinnati Travelers LiMu Westfield and West Bend.
• Proficiency in using the EPIC Agency Management System or similar platforms.
• Strong understanding of insurance principles and practices.
• Excellent communication and interpersonal skills.
• Ability to work independently in a remote environment with a preference for candidates based in IN or IL (open to OH).
• Proven ability to manage a large book of business effectively and efficiently.

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