Bilingual Personal Lines Account Manager

About the Role

Seeking a dedicated and experienced Bilingual Personal Lines Account Manager/Agent to join a team. This role is ideal for a professional with a background in personal lines who is looking to transition into commercial lines. You will manage a diverse book of business, provide exceptional customer service, and contribute to the growth of the agency through cross-selling opportunities.

Responsibilities

• Manage a book of business valued at approximately $800,000, including personal lines and generalist commercial accounts.
• Handle all aspects of account management (A-Z), including quoting new and renewal business.
• Provide exceptional customer service to longstanding clients.
• Cross-sell additional lines of coverage to existing clients.
• Utilize Applied EPIC software for account management and documentation.
• Collaborate with team members to ensure seamless operations and client satisfaction.

Requirements

• Active Property & Casualty (P&C) license required; Life license is a plus.
• Minimum of 3 years in an independent agency setting; 5+ years preferred.
• Bilingual (English and Spanish) required.
• Proficiency in Applied EPIC software or similar platforms.

Skills

• Trainable and eager to learn.
• Strong organizational skills.
• Ability to handle difficult situations with professionalism.
• Excellent communication and interpersonal skills.

Pay

Up to $70,000 annually (hard cap).

Benefits

Supplemental benefits available.