Senior Personal Lines Account Manager
$50k - $60kChoice Financial Group
CHOICE FINANCIAL GROUP LLC is an EEO Employer - M/F/Disability/Protected Veteran Status
Senior Personal Lines AccountManager
Schedule: 2 Days In-Office | 3 Days Remote
Salary: $50,000 - $60,000 Base Salary + Monthly Performance-BasedIncentive Compensation Position Summary Join a growing independent agency where relationshipbuilding, client advocacy, and exceptional service are at the center ofeverything we do. Choice Insurance Agency is seeking a knowledgeable andclient-focused Senior Personal Lines Account Manager to manage an establishedbook of business and serve as a trusted advisor to our clients. This role isideal for an experienced insurance professional who enjoys developing long-termclient relationships, delivering coverage solutions, and mentoring lessexperienced team members. The successful candidate will inherit an establishedportfolio of personal lines accounts and work closely with agency leadership,carrier partners, and support staff to drive client retention, satisfaction,and growth. What We Offer
- Base salary: $50,000 - $60,000
- Monthly performance-based incentive compensation
- Hybrid work schedule: 2 days in-office and 3 days remote
- Medical, dental, and vision insurance
- 401(k) with company match
- Company-paid life insurance
- Short- and long-term disability insurance
- Paid time off and company holidays
- Employee Assistance Program (EAP)
- Gym membership reimbursement
- Employee referral program
- Ongoing professional development and growth opportunities
- Collaborative and supportive team environment
- Approximate book of business size: $3 Million+ in annual premium
- Approximately 1,500 households/accounts under management
- Agency management system: Applied Epic and Microsoft-based tools
- Supported by a dedicated administrative team that assists with processing, documentation, and back-end service activities
- Client portfolio consists primarily of standard personal lines accounts
- Serve as the primary relationship manager for an established portfolio of personal lines clients.
- Conduct comprehensive policy reviews and recommend appropriate coverage solutions.
- Process renewals, endorsements, policy changes, and cancellations.
- Identify opportunities to cross-sell and round out accounts based on client needs.
- Contribute to client retention and agency growth initiatives.
- Maintain accurate client records and documentation within agency management systems.
- Stay informed regarding carrier products, market trends, and regulatory changes.
- Active Property & Casualty License.
- Minimum of 5 years of personal lines insurance account management experience.
- Strong knowledge of homeowners, auto, renters, umbrella, and related personal lines products.
- Excellent customer service and relationship management skills.
- Strong written and verbal communication abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience using insurance agency management systems and Microsoft Office applications.
- Strong organizational skills and attention to detail.
- Bachelor's degree in business, Finance, or a related field.
- Experience with Applied Epic, AMS360, or similar agency management systems.
Why Join Choice Insurance Agency? At Choice Insurance Agency, we believe our people are ourgreatest asset. We are committed to fostering a collaborative workplace whereexperienced professionals can make an impact, build lasting client relationships,and continue growing their careers. This is an opportunity to join a respected agency, workalongside a supportive team, and manage an established client portfolio whilecontributing to the continued success and growth of our organization. If you are an experienced Personal Lines professionallooking for your next opportunity, we'd love to hear from you. Apply today. Choice Insurance Agency is an Equal Opportunity Employer.
Please visit our careers page to see more job opportunities.
Vacancy posted 5 days ago
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