Personal Lines Account Manager

Manage a book of personal-lines insurance business, market new and renewal policies, and expand client accounts while fostering strong relationships with internal teams and external stakeholders.

Responsibilities

• Assist the Personal Lines Sales Producer in maintaining client insurance policies.
• Prepare endorsements and submit them to insurance carriers.
• Process policy cancellations.
• Educate clients on coverages and recommend solutions to meet their insurance needs.
• Handle renewals, remarket policies as needed, develop proposals, and present them to clients.
• Address or refer insured’s questions, delegating to the appropriate team member when necessary.
• Actively refer clients to Benefits and Commercial Lines departments for new business opportunities.
• Maintain detailed customer records in agency management systems (Applied EPIC and CSR 24).
• Build and maintain healthy working relationships with underwriters, carriers, and other stakeholders.
• Collaborate with the Accounting Department to reconcile discrepancies as needed.
• Stay informed about industry trends, new products, coverages, and technology to continuously improve knowledge.

Requirements

• 3–5 years of Personal Lines Insurance experience.
• Active General Lines or Property & Casualty License.
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Experience with Applied Epic or a similar Account Management System (AMS).
• Designations such as CISR, CIC, or CPRIA preferred.

Skills

• Analytical problem-solving: Recognize challenges, explore options, and implement effective solutions.
• Attention to detail: Complete tasks and projects accurately and thoroughly.
• Communication: Clearly express ideas verbally and in writing for diverse audiences.
• Timely task completion: Manage resources and priorities to finish tasks efficiently.
• Team collaboration: Work effectively with others, promote teamwork, and support shared goals.
• Client focus: Understand and address the needs of clients and stakeholders to ensure satisfaction.
• Dependability: Consistently present and punctual.
• Creative thinking: Suggest new ideas and methods to improve processes and outcomes.
• Organizational skills: Prioritize tasks and manage multiple projects simultaneously.
• Adaptability: Adjust to changing situations and priorities in a dynamic work environment.

Physical Requirements

• Ability to lift 25 pounds.
• Repeated use of sight for reading documents and computer screens.
• Repeated use of hearing and speech to communicate via telephone and in person.
• Repetitive hand movements, such as keyboarding, writing, and 10-key use.
• Walking, bending, sitting, reaching, and stretching in all directions.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401K and equity incentive plan.
• Multiple supplemental benefits for physical, emotional, and financial well-being.
• Employee Wellness Program.
• Company-paid holidays plus PTO.