Personal Lines Account Manager

Job Summary Seeking a dedicated and experienced Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role involves servicing a diverse portfolio of personal lines insurance accounts, with a focus on providing exceptional customer service and identifying opportunities for cross-selling and upselling. The ideal candidate will have a solid understanding of insurance practices and a proven track record of managing accounts effectively. Compensation Package Base Salary: $50,000 for candidates local to the Chicagoland area; up to $55,000 for candidates with extensive experience. Commission: 20% of revenue on new business generated through cross-selling and upselling. Responsibilities Manage a book of business with approximately 900-1,000 accounts, generating $500,000 in revenue. Service a range of accounts, primarily standard personal lines (PL) with some high-net-worth (HNW) clients. Build and maintain strong relationships with clients, ensuring their insurance needs are met with professionalism and efficiency. Identify opportunities for cross-selling and upselling insurance products to existing clients. Collaborate with top carriers, including Auto Owners, Cincinnati, Travelers, LiMu, Westfield, and West Bend, to provide tailored insurance solutions. Utilize the EPIC Agency Management System to manage client accounts and maintain accurate records. Participate in a structured interview and assessment process, with potential involvement from senior team members. Qualifications/Requirements Minimum of 4 years of experience in personal lines insurance; 10+ years of experience is highly desirable. Experience with captive insurance is acceptable. Familiarity with top carriers such as Auto Owners, Cincinnati, Travelers, LiMu, Westfield, and West Bend. Proficiency in using the EPIC Agency Management System or similar platforms. Strong understanding of insurance principles and practices. Excellent communication and interpersonal skills. Ability to work independently in a remote environment, with a preference for candidates based in IN or IL (open to OH). Proven ability to manage a large book of business effectively and efficiently. #J-18808-Ljbffr