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