Personal Lines Account Manager

Responsibilities

• Serve as a primary point of contact for personal lines clients, responding to inquiries and providing ongoing account support.
• Manage policy servicing activities, including endorsements, renewals, policy changes, and coverage reviews.
• Quote and market new and renewal business with carriers.
• Build and maintain strong client relationships to support retention and client satisfaction.
• Review policies for accuracy and ensure client records are maintained and updated.
• Process documentation, correspondence, and insurance-related transactions in a timely and accurate manner.
• Collaborate with carrier partners and internal team members to deliver effective insurance solutions.
• Assist clients with coverage questions and provide recommendations based on their insurance needs.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license, or the ability to obtain one.
• 2-5+ years of personal lines insurance experience preferred.
• Experience working with high-net-worth personal lines clients is a plus.
• Experience with Applied EPIC is preferred.
• Strong communication, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Detail-oriented with a strong customer service focus.
• Ability to work independently and collaboratively within a team environment.

Pay

Salary Range: $55,000 - $65,000 annually, depending on experience.

Schedule

Onsite position with potential for hybrid flexibility.

Benefits

Competitive benefits package, paid time off, and professional development opportunities.