Job Overview:

Our highly regarded Insurance Agency is seeking a Commerical Lines Account Manager. To join their dynamic and grow their team. This is a full-time, permanent position that offers a competitive compensation package, comprehensive benefits, and the flexibility to work from home.

Key Responsibilities:

• Client Management:
• Act as the primary point of contact for personal lines clients, providing expert advice and support on insurance products and services.
• Maintain and grow relationships with existing clients through proactive communication, policy reviews, and risk assessments.
• Handle client inquiries, policy changes, endorsements, and renewals in a timely manner.
• Ensure client satisfaction by providing responsive service and solving any issues or concerns efficiently.
• Policy Management:
• Process new insurance policies, renewals, and modifications for personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance products.
• Review client coverage needs and offer appropriate solutions based on risk assessment and carrier options.
• Provide clients with quotes, coverage comparisons, and policy changes.
• Claims Support:
• Assist clients with the claims process, ensuring smooth communication between the client and the carrier.
• Follow up with clients on claim progress and ensure their needs are met throughout the claims process.
• Carrier Relations:
• Develop and maintain strong working relationships with insurance carriers to negotiate favorable terms and pricing for clients.
• Stay up to date on carrier offerings, underwriting guidelines, and market trends.
• Compliance & Documentation:
• Ensure all client files and communications are accurate, up-to-date, and comply with company and regulatory guidelines.
• Utilize agency management systems (EPIC, AMS360, etc.) to document interactions, track policy details, and manage renewals.

Qualifications:

• Education & Licensing:
• High school diploma or equivalent required; Bachelor’s degree preferred.
• P&C License required.
• Experience:
• Minimum of 2-3 years of experience in personal lines insurance or a related customer service role.
• Proficiency with agency management systems such as EPIC, AMS360, EZLynx or Applied is preferred.

Benefits:

• Starting salary $80,000-$115,000 based on experience
• Health, dental, and vision insurance
• 401(k) with employer match