Personal Lines Account Manager

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role offers an exciting opportunity to manage a book of business, engage with clients, and contribute to the success of a rapidly expanding organization. With a small agency feel backed by the resources of a large private equity firm, this position provides the best of both worlds. If you are a motivated professional with a passion for client service and insurance,

Compensation Package

• Salary Range : $40,000 - $60,000 annually, plus 30% new business commission.
• Benefits : Comprehensive benefits package, including health insurance.
• Work Environment : Fully onsite position with a collaborative and supportive team.

Responsibilities

• Manage and service a book of personal lines accounts, ensuring client satisfaction and retention.
• Proactively call leads, round existing clients, and identify opportunities for cross-selling and upselling.
• Quote and market new and renewal business to meet client needs.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Collaborate with team members to ensure seamless operations and client support.
• Utilize agency management software (currently EzLynx, transitioning to EPIC in May) to maintain accurate records and streamline processes.

Qualifications/Requirements

• Licensure : Active Property & Casualty (P&C) license required.
• Experience : Minimum of 2 years of experience in personal lines insurance, with exposure to light commercial accounts preferred.
• Proven ability to handle a book of business and meet sales and service goals.
• Proficiency in quoting and marketing both new and renewal business.
• Familiarity with insurance software such as EzLynx; experience with EPIC is a plus.
• Strong communication, organizational, and problem-solving skills.
• Ability to work onsite full-time in a collaborative office environment.

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