Personal Lines Account Manager

Personal Lines Account Manager

• Client Engagement: Build strong client relationships through proactive communication and exceptional service.
• Policy Management: Oversee the entire policy lifecycle, including quoting, binding, renewing, and reviewing coverage.
• Consultative Service: Recommend coverage adjustments and additional policies based on evolving client needs.
• Administrative Excellence: Maintain accurate client records, process policy changes, and ensure compliance with industry regulations.
• Sales and Business Development: Drive growth by cross-selling additional policies and generating referrals from current clients and industry partners.
• Task Management: Stay organized with timely follow-ups and precise documentation of all interactions.
• Training & Development: Mentor new team members and support their development as needed.

• Experience: 3+ years of personal lines customer service and insurance production experience.
• Licensing & Education: A valid 2-20 or 20-44 license is required; industry designations such as CPCU, CIC, or ARM are a plus.
• Technical Skills: Strong proficiency in insurance products, industry terms, and agency management systems.
• Sales Ability: A results-driven individual with a track record of meeting or exceeding sales goals.
• Communication: Excellent interpersonal, written, and verbal communication skills.
• Time Management: Ability to manage multiple priorities in a fast-paced environment.

• Career Growth: Be part of a supportive, growth-oriented environment with opportunities for advancement.
• Impact: Play a key role in ensuring clients receive the best insurance solutions tailored to their needs.
• Team Collaboration: Join a close-knit, professional team passionate about customer success.

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