Personal Lines Account Manager

Personal Lines Account Manager 

About Us:

We are an independent insurance agency specializing in a broad range of insurance products in business insurance, and personal insurance. Our solutions extend to individuals, families, and businesses nationwide. Our services extend to all industries with habitational real estate being our largest segment.

The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Job Requirements: 

• 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)

Desired Skills: 

• Experience with Microsoft Office and proficiency in Word and Excel

• Excellent organizational skills with attention to detail

Responsibilities include but are not limited to the following:

• 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

Experience: 

• Personal lines account manager: 5 years

• Quoting/marketing personal lines insurance with multiple carriers: 5 years (Preferred)

• Applied Systems Epic management system: 2 years

Requirements:

• P&C license required