We areseekinga detail-oriented, customer-focused Personal Lines Account Manager to join our growing insurance agency. This roleis responsible formanaging and servicing a book of personal insurance clients, ensuring their policies are current,accurate, and tailored to meet their specific needs. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessarydocumentation,-paying close attention to any policy changes, important deadlines, and legal regulations. You will help clients understand their coverage,assistwith any endorsements or billing inquiries as needed, and ensure all relevant data is properly tracked in our secured systems. Additionally, you willbe responsible formaintainingthe renewal report to ensuretimelypolicy renewals and proactive client service.
Key Responsibilities
Client Communication & Service:
Serve as the primary point of contact for a designated book of personallinesbusiness.
Respond promptly to client inquiriesregardingcoverage, billing, endorsements, and renewals.
Build andmaintainstrong, long-term client relationships through proactive service and regular communication.
Policy Management:
Process endorsements, renewals, cancellations,andreinstatements accurately and efficiently.
Monitor client accounts forinformationaccuracy, compliance, andtimelyupdates.
Assistwithrenewalquoting withappropriate carriers, keepinga holistic approachto accounts.
Assistclients, banks, and mortgage brokerswith billing inquiries, issues,and coordinate with carriers to resolve billing issues.Assistwith inspection companies to ensure a positive client experience.
Maintain up-to-date andaccurateclient records in the agency management system.
Ensure all activitiescomply withregulatory requirements and internal procedures.
Track policy deadlines, legal changes, and documentation requirements.
Renewal Management
Maintain and manage the renewal report to ensure all policies are reviewed,quotedand processedbeforeexpiration.
Communicate proactively with clients during the renewal process to confirm ongoing needs and potential changes.
Work closely with producers, underwriters, and service team members to support agencyprocesses andgoals.
Coordinate with carriers on client-related needs and policy updates.
Identifyopportunities to cross-sell or upselladditionallines of coverage whenappropriate.
Qualifications
Education & Experience:
College degree or equivalent experience
Active Property & Casualty licenserequired
Strong knowledge of personal insurance products, including auto, home, renters, umbrella, and other property-related lines.
Excellent verbal and written communication skills.
Proficiencyin agency management systems(Applied Epic, or similar).
Strong organizational and multitasking abilities with sharp attention to detail.
A proactive,solutions-focused mindset anda commitmentto excellent service.
Preferred Qualifications
Experience handling high-net-worth personallinesclients.
Familiarity with multi-state or specialty personallinescoverages.
Competitive salary based on experience, ranging from $55,000-$70,000 + Quarterly bonus
Health and vision insurance
401(k) with company match
Generous paid time off and holidays
Continuing education and professional development support
Friendly and supportive team environment
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Key Responsibilities
Client Communication & Service:
Serve as the primary point of contact for a designated book of personallinesbusiness.
Respond promptly to client inquiriesregardingcoverage, billing, endorsements, and renewals.
Build andmaintainstrong, long-term client relationships through proactive service and regular communication.
Policy Management:
Process endorsements, renewals, cancellations,andreinstatements accurately and efficiently.
Monitor client accounts forinformationaccuracy, compliance, andtimelyupdates.
Assistwithrenewalquoting withappropriate carriers, keepinga holistic approachto accounts.
Assistclients, banks, and mortgage brokerswith billing inquiries, issues,and coordinate with carriers to resolve billing issues.Assistwith inspection companies to ensure a positive client experience.
Maintain up-to-date andaccurateclient records in the agency management system.
Ensure all activitiescomply withregulatory requirements and internal procedures.
Track policy deadlines, legal changes, and documentation requirements.
Renewal Management
Maintain and manage the renewal report to ensure all policies are reviewed,quotedand processedbeforeexpiration.
Communicate proactively with clients during the renewal process to confirm ongoing needs and potential changes.
Work closely with producers, underwriters, and service team members to support agencyprocesses andgoals.
Coordinate with carriers on client-related needs and policy updates.
Identifyopportunities to cross-sell or upselladditionallines of coverage whenappropriate.
Qualifications
Education & Experience:
College degree or equivalent experience
Active Property & Casualty licenserequired
Strong knowledge of personal insurance products, including auto, home, renters, umbrella, and other property-related lines.
Excellent verbal and written communication skills.
Proficiencyin agency management systems(Applied Epic, or similar).
Strong organizational and multitasking abilities with sharp attention to detail.
A proactive,solutions-focused mindset anda commitmentto excellent service.
Preferred Qualifications
Experience handling high-net-worth personallinesclients.
Familiarity with multi-state or specialty personallinescoverages.
Competitive salary based on experience, ranging from $55,000-$70,000 + Quarterly bonus
Health and vision insurance
401(k) with company match
Generous paid time off and holidays
Continuing education and professional development support
Friendly and supportive team environment
#J-18808-Ljbffr