Personal Insurance Account Manager

About the role

Seeking a dedicated and experienced Personal Lines Account Manager to join a dynamic and supportive team. The ideal candidate will have a strong background in handling high-net-worth and mass affluent accounts, with a focus on renewals, onboarding new accounts, and processing policies.

Responsibilities

• Manage renewals for high-net-worth and mass affluent accounts, including home, auto, and umbrella policies with premiums averaging $7,000–$10,000
• Onboard new accounts and ensure a seamless client experience
• Quote and bind new and renewal business as needed
• Process and bind excess and surplus policies
• Utilize EPIC software to manage accounts and maintain accurate records

Requirements

• Active Property & Casualty (P&C) license required
• Minimum of 3 years of experience in personal lines account management, preferably in smaller agencies with a family-oriented culture
• Proficiency in EPIC software and familiarity with carriers such as Mercury and Safeco
• Strong organizational skills, attention to detail, excellent communication, adaptability, and a collaborative mindset

Preferred: Candidates with experience in smaller agencies who are comfortable working in an autonomous, non-micromanaged environment.

Benefits

• Salary: $75,000 annually
• Equipment provided: Laptop, keyboard, mouse, printer, and two monitors