Personal Lines CSA

Personal Lines Account Manager

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This role is pivotal in ensuring the seamless management of client accounts providing exceptional service and supporting the producers in delivering tailored insurance solutions. With a strong emphasis on teamwork flexibility and a people-first culture this position offers an excellent opportunity to thrive in a supportive and dynamic environment.

• Salary: Competitive based on experience.
• Profit Sharing: 10% of salary.
• PTO: Up to 4 weeks based on experience.
• Bonuses: Annual Christmas bonus and performance-based rewards.
• Work Hours: 35 hours per week (paid lunch included).
• Work Environment: Onsite with potential for limited hybrid flexibility.

• Provide accurate quotes by inputting data into carrier websites.
• Format summaries draft renewal letters and update coverage details.
• Assist with claims and manage house accounts.
• Handle a book of business with premiums ranging from $200 to $12000.
• Collaborate with producers and CSAs to ensure client satisfaction.
• Maintain a high retention rate.
• Utilize AMS 360 for account management.
• Participate in team-building activities and contribute to a positive workplace culture.

• Licenses: Property & Casualty (P&C) license required.
• Experience:
  • 3-5 years preferred but open to candidates with varying levels of experience.
  • Candidates with strong energy and a willingness to learn are encouraged to apply.
• Technical Skills: Proficiency in AMS 360 and familiarity with top carriers such as Westfield Auto-Owners Hanover Liberty Mutual/Safeco and Progressive.

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