Personal Lines Account Manager

About the role

We are seeking a motivated and ambitious Personal Lines Account Manager to join our team in either Barrington, RI or Middletown, RI. This in-office position is ideal for a well-organized individual who thrives in a service-driven, high-performance culture focused on career and professional development.

Responsibilities

• Proactively manage an assigned book of business as the primary client relationship manager, handling overall account servicing and maintenance.
• Address inquiries regarding insurance coverages, policy changes, and general insurance questions related to lines of business.
• Process billing, service, and endorsement requests, including necessary paperwork.
• Act as a liaison between customers and carriers to ensure mutually beneficial relationships.
• Manage the renewal/expiration list for the assigned book of business, reviewing loss information, obtaining updated details, completing renewal applications, and negotiating renewal pricing when necessary.
• Maintain knowledge of all company systems and offerings.

Requirements

• Minimum High School degree.
• 3+ years of experience in customer service and/or sales in the property and casualty insurance industry.
• Strong interpersonal skills and ability to communicate effectively via phone or email.
• Superior listening skills and ability to probe customer needs through question-based selling and retention techniques.
• Self-directed with good decision-making and time management skills.
• Proficient PC skills; knowledge of insurance software including AMS360.

Benefits

• Company-paid Life Insurance, Long-Term, and Short-Term Disability.
• Medical, Dental, Vision, and FSA/HSA plans.
• 401(k) with company match.
• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity, Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
• Generous PTO.