Personal Lines Account Manager
This position is responsible for building and maintaining relationships with internal and external customers, service existing accounts, cross-selling and account rounding, and manage communications with clients and carriers according to agency policies.
Position Responsibilities:
- Building and maintaining strong relationships with clients, understanding their insurance needs, and providing tailored solutions.
- Overseeing the life cycle of insurance policies, including renewals, endorsements, and claims processing.
- Assisting clients with inquiries, explaining policy terms, and resolving issues or concerns.
- Identifying opportunities to offer additional coverage or products that fit clients’ needs, thus contributing to revenue growth.
- Working with underwriters, claims adjusters, and other team members to ensure a smooth process for clients.
- Ensuring all policies and procedures comply with industry regulations and company standards.
Benefits: Amazing perks and a highly competitive compensation package —including PTO, annual bonuses, hybrid schedule (2 days remote, 3 days in-office), paid insurance courses, and an employer paid benefits package.
Relevant experience we’d like to hear about:
- Professional experience within an independent agency
- Exposure and experience with High Net Worth accounts
- Proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems such as AMS360
- Active Property & Casualty License
