Personal Lines Insurance Account Manager (R2)
Impact Performance Team, Oxford, Connecticut, United States, 06748
About Our Client
Our Insurance Group is a well established independent insurance agency serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.
Role Overview This is a full time Personal Lines Account Manager role based in our Oxford, CT location. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long term client relationships, and supporting retention and account growth. You will collaborate closely with Producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency. Your key responsibilities may include:
Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
Provide responsive, solution oriented customer support via phone, email, and in person interactions
Maintain accurate documentation within the agency management system and adhere to compliance guidelines
Partner with Producers and team members to support client retention, cross sell efforts, and overall client satisfaction
Qualifications
Minimum 3 years Personal Insurance Account Management experience required
Strong professionalism and ethical standards
Consistent follow through on deadlines meetings and client commitments
Ideal Candidate
Enjoys helping clients and building lasting relationships
Able to offer creative and innovative solutions
Engaged in civic or professional associations
Strong communicator who understands how to align agency resources with client needs
Detail oriented and accountable
Values community involvement and long term client partnerships
Benefits
Base Salary starting at $60,000-$80,000 depending on experience
Group health coverage
Retirement plan with company match
401(k)
Dental insurance
Health insurance
Vision insurance
Paid time off
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Role Overview This is a full time Personal Lines Account Manager role based in our Oxford, CT location. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long term client relationships, and supporting retention and account growth. You will collaborate closely with Producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency. Your key responsibilities may include:
Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
Provide responsive, solution oriented customer support via phone, email, and in person interactions
Maintain accurate documentation within the agency management system and adhere to compliance guidelines
Partner with Producers and team members to support client retention, cross sell efforts, and overall client satisfaction
Qualifications
Minimum 3 years Personal Insurance Account Management experience required
Strong professionalism and ethical standards
Consistent follow through on deadlines meetings and client commitments
Ideal Candidate
Enjoys helping clients and building lasting relationships
Able to offer creative and innovative solutions
Engaged in civic or professional associations
Strong communicator who understands how to align agency resources with client needs
Detail oriented and accountable
Values community involvement and long term client partnerships
Benefits
Base Salary starting at $60,000-$80,000 depending on experience
Group health coverage
Retirement plan with company match
401(k)
Dental insurance
Health insurance
Vision insurance
Paid time off
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