Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Personal Lines Account Manager serves as the primary point of contact for clients and acts as the liaison between clients and insurance carriers. This role is essential for managing day-to-day client needs, overseeing policy service, and ensuring customer satisfaction.

How You Will Contribute

• Prepare and process evidences of insurance and issue binders as necessary
• Maintain tasks in system for correspondence/requests
• Maintain future and agency expiration reports for book of business
• Review and process agency bill renewal policies, endorsements, and cancellations
• Remarket and quote the renewals of assigned accounts as required
• Prepare agency bill renewal offers and/or invoices on a timely basis
• Enter all required data into the system to maintain current file data on all assigned accounts in accordance with the current system requirements and procedures.
• Maintain a favorable relationship with clients, producers, and referral contacts
• Maintain up to date knowledge of the various carriers’ rating plans, programs, manuals and company drawers – as per the specific assignment of carriers
• Develop and maintain strong technical knowledge of personal lines coverages and rating along with your license(s)
• Develop and maintain working relationship with various markets
• Assist clients in handling claims in accordance with claims procedures, details provided
• Answer and process all telephone, fax, or written requests for assigned accounts
• Perform other duties as assigned

Skills & Experience to Be Successful

• High school diploma or equivalent
• P&C license
• At least 2 years of insurance industry experience
• Proficient with MS Office Suite
• Ability to maintain a high level of confidentiality

What We Offer:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan
• Tuition Reimbursement and Student Loan Repayment Assistance
• Mental Health Resources

Salary: $65-$75k DOE

The pay range provided is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.