Personal Lines Account Manager
Placerville, CA - USA
Job Summary
Job Description
Personal Lines Account Manager
Job Summary
Seeking a dedicated and experienced Personal Lines Account Manager to join a team. You will manage a book of business totaling $2.5 million in premium primarily consisting of standard market accounts. If you are a customer-focused professional with a strong background in personal lines insurance
Compensation Package
- Salary Range: $70000 - $100000 annually
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Manage and service a book of business including home auto umbrella and fire insurance policies.
- Handle renewals endorsements certificates of insurance (COI) and cross-selling opportunities.
- Provide exceptional customer service to clients ensuring their needs are met promptly and professionally.
- Assist with quoting new and renewal business with a primary focus on renewals.
- Collaborate with department managers and team members to ensure seamless service delivery.
- Proactively identify opportunities to bring in new business.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) license is required.
- Experience: Minimum of 2 years of experience in an independent insurance brokerage with a focus on personal lines.
- Technical Skills: Proficiency in Epic software is preferred.
- Soft Skills:
- Strong customer service orientation.
- Reliable and dependable.
- Warm personable and professional demeanor.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team-oriented environment.
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Required Experience:
Manager
About Company
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