Personal Lines Account Manager

Job Description

Personal Lines CSR/Account Manager
Job Summary

Seeking a dedicated and experienced Personal Lines CSR/Account Manager to join a well-established, full-service independent insurance agency. This role focuses on managing and servicing a portfolio of small to mid-size accounts, primarily in personal lines, with some commercial lines responsibilities. The ideal candidate will have a strong background in A-Z account servicing, excellent customer service skills, and the ability to manage client relationships effectively.

This is primarily an in-office position, with potential hybrid flexibility based on experience and qualifications.
Responsibilities

• Manage and service a portfolio of small to mid-size accounts, primarily focusing on personal lines with some commercial lines exposure.
• Handle A-Z account servicing, including binders, endorsements, certificates of insurance, ID cards, and renewals.
• Quote new and renewal business to provide clients with competitive pricing and appropriate coverage options.
• Maintain strong client relationships by delivering exceptional customer service and responding promptly to inquiries.
• Coordinate with insurance carriers to facilitate policy changes, resolve coverage questions, and ensure accurate documentation.
• Utilize Applied EPIC to maintain client records, process transactions, and manage account workflows.
• Collaborate with team members to ensure efficient account management and client satisfaction.
• Identify coverage gaps and recommend appropriate insurance solutions to meet client needs.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• 3-5+ years of experience in personal lines account management or insurance account servicing.
• Experience managing accounts from start to finish within an independent insurance agency.
• Familiarity with small to mid-size accounts, including condominium-related insurance, is preferred.
• Proficiency in Applied EPIC or similar agency management software.
• CIC (Certified Insurance Counselor) designation preferred.
• Strong knowledge of personal lines insurance products, coverages, and industry practices.
• Excellent organizational, communication, and problem-solving skills.
• Ability to work independently while collaborating effectively with a team.
• Detail-oriented, self-motivated, and committed to delivering high-quality client service.

Compensation Package

• Salary Range: $55,000 - $65,000 for Personal Lines; $65,000 - $75,000 for Commercial Lines, depending on experience and qualifications.
• Benefits: Competitive benefits package.
• Work Arrangement: Primarily in-office, with potential hybrid flexibility.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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