Personal Lines Account Manager

Job Description

Personal Lines Customer Service Representative (CSR)
Job Summary

Seeking a dedicated and detail-oriented Personal Lines Customer Service Representative (CSR) to join a growing team. This role is pivotal in providing exceptional service to a clients, managing personal lines accounts, and supporting the agency's growth initiatives. The ideal candidate will have a strong background in personal lines insurance, excellent customer service skills, and a commitment to delivering high-quality results.

This is an on-site position offering a collaborative work environment with a strong emphasis on work-life balance. If you are a dependable professional with a passion for client service, we encourage you to apply.
Compensation Package

• Salary Range : $50,000 - $70,000 annually, plus commission opportunities.
• Benefits : Comprehensive benefits package available.
• Work Environment : On-site position with no travel required.

Responsibilities

• Manage a book of standard personal lines accounts, including some high-net-worth accounts.
• Quote and process new business and renewals.
• Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring client satisfaction.
• Collaborate with team members to support the agency's growth and operational goals.
• Utilize SIS/PartnerXE software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Experience : Minimum of 3+ years as a Personal Lines Account Manager (AM); 5+ years preferred. Candidates with captive insurance experience will also be considered.
• Licenses : Active insurance license required.
• Technical Skills : Proficiency in SIS/PartnerXE software is preferred. Familiarity with carriers such as Erie and Westfield is a plus.
• Soft Skills : Dependable, detail-oriented, and strong customer service skills.
• Training : A 2-3 week training period will be provided to ensure a smooth onboarding process.

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