Personal Lines Account Manager

Job Description

Job Description

Harders & Bradford Insurance Agency is looking for a skilled and service-oriented Personal Lines Account Manager to serve as the primary point of contact for our personal lines clients. In this role, you will manage an existing book of personal lines business including auto, home, umbrella, and related coverages while proactively identifying opportunities to round out accounts and deepen client relationships. If you take pride in delivering a level of service clients notice and remember, this is the role for you.

Base salary: $50,000$59,800 based on experience ($24.00 $28.75/hr.), plus bonus opportunities for new policy sales.

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Health Insurance

Dental Insurance

Hands on Training

Disability Insurance

Life Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Paid Time Off (PTO)

Health Savings Account

Responsibilities

Serve as the primary service contact for an assigned book of personal lines accounts, including auto, home, renters, and umbrella policies

Handle policy changes, endorsements, billing inquiries, and coverage questions with accuracy and professionalism

Assist clients with filing insurance claims and provide education on the impact of claims on premiums and coverage

Conduct account reviews prior to renewal to identify cross-sell and upsell opportunities, including life insurance and additional product lines

Proactively reach out to mono-line clients to discuss rounding out their accounts

Maintain accurate and up-to-date client records in the agency management system

Support client retention by building strong, trust-based relationships through consistent and responsive communication

Collaborate with producers and other team members to ensure seamless client experiences

Requirements

Active Property & Casualty insurance license prior to start date (required)

Minimum 2 years of personal lines insurance experience in an agency or carrier environment (preferred)

Strong knowledge of personal lines coverages including auto, homeowners, renters, and personal umbrella (preferred)

Excellent verbal and written communication skills with a client-first approach

Strong organizational skills and attention to detail; ability to manage a high volume of client interactions

Experience with agency management systems (preferred)

Team-oriented with the ability to work collaboratively in a fast-paced environment