Personal Lines Account Manager

Job Description

Personal Lines Account Manager
Job Summary

Seeking a highly skilled and experienced Personal Lines Account Manager to join a team. The ideal candidate will be responsible for managing a diverse book of business, maintaining strong relationships with clients, producers, and insurance carriers, and providing exceptional service to ensure client satisfaction. This role requires a detail-oriented professional with extensive knowledge of personal lines insurance and a commitment to excellence.
Compensation Package

• Competitive salary: $70,000 - $80,000 annually
• Comprehensive benefits package, including 401(k)
• Flexible hybrid work schedule (2 days in-office, 3 days remote)
• Company-provided equipment for remote work

Responsibilities

• Renewal Processing : Oversee the entire renewal process, including incidental marketing of accounts, preparation for marketing, annual review summaries, and presentation/proposal preparation.
• Policy Checking : Review and verify the accuracy of insurance policies upon receipt from carriers.
• Client and Carrier Meetings : Participate in meetings with clients and carriers as needed to maintain strong relationships and address service issues.
• Claims Liaison : Act as a liaison between clients and claims service consultants to ensure efficient claims handling.
• Client Support : Provide expert guidance on insurance coverages and address client inquiries, ensuring the agency is protected from potential Errors & Omissions (E&O) exposure.
• Data Management : Maintain accurate client data in the agency management system and ensure all follow-up procedures and deadlines are met.
• Special Projects : Contribute to additional projects and research as assigned by management.

Qualifications/Requirements

• Experience : 3-5 years of Personal Lines Insurance Agency experience with a solid understanding of personal lines insurance.
• Licensing : Active Georgia Agents Property & Casualty Insurance License is required.
• Education : High School Diploma or equivalent.
• Technical Skills : Proficiency in EPIC software is highly preferred.
• Soft Skills : Strong interpersonal skills, including active listening, patience, empathy, and the ability to build and maintain relationships. Must be detail-oriented, organized, and capable of multitasking.
• Professional Attributes : Independent judgment, extensive insurance coverage knowledge, basic accounting knowledge, and the ability to take initiative.

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