About the role

  • Personal Lines Account Manager providing client support in business and personal insurance at an independent insurance agency. Ensuring high client retention in the Personal Lines Department with varied responsibilities.

Responsibilities

  • Work with Agency Principal, Producers, and Team Members
  • Order policies and issue documentation, certificates, and binders as needed
  • Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
  • Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
  • Bind coverage for new clients

Requirements

  • P&C License required
  • Experience working for an independent insurance agency
  • Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
  • Minimum of 2 years of experience as a Personal Lines Account Manager
  • Must be able to multi-task and handle a heavy workload with minimal supervision
  • Effective communicator (verbal and written)
  • Working knowledge of Applied Systems Epic management system
  • Insurance designation (Preferred)
  • Experience with Microsoft Office and proficiency in Word and Excel
  • Excellent organizational skills with attention to detail

Benefits

  • Competitive Pay
  • Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.

Job title

Personal Lines Account Manager

Job type

Experience level

JuniorMid level

Salary

$45,000 - $65,000 per year

Degree requirement

High School Diploma

Location requirements

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