Account Manager - Personal Lines (Bartlett, IL)

Account Manager - Personal Lines (Bartlett, IL)

The primary function of this role is to deliver exceptional service to our Personal Lines clients. This position is responsible for managing client accounts, processing policy changes, quoting and binding coverage, and ensuring accuracy in all client interactions. This role will foster strong relationships with clients and colleagues, contributing to a collaborative and client-focused environment.

Provide expert guidance to clients on coverage options, rates, and policy details.

Quote and bind insurance coverage, ensuring all required documentation (e.g., inspections, photos) is obtained and processed.

Review policy audits and documents for accuracy; coordinate corrections between clients and carriers.

Maintain detailed records of client interactions, inquiries, and transactions in the agency management system.

Collaborate with team members to share knowledge, mentor peers, and contribute to team meetings and initiatives.

Other duties as assigned

To be considered for this position, you must have:

Excellent verbal and written communication abilities.

Strong attention to detail and ability to meet deadlines in a fast-paced environment.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and agency management systems (Applied EPIC).

Ability to pass a criminal background check as permitted by law.

High school diploma or equivalent required; associate or bachelor's degree in business, finance, insurance, or related field is a plus.

5+ years of experience in Personal Lines insurance.

Must have a valid and relevant (Property & Casualty) license within state of business.

Proven background in customer service with strong interpersonal skills.

Frequently sit, stand and walk

Regularly required to talk or hear

Frequently required to use hands or fingers to handle or feel objects, tools or controls

Occasionally required to climb or balance, stoop, kneel, crouch or crawl.

Occasionally lift and/or move up to 25 pounds

Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus

The noise level in the work environment is usually moderate

Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary

Occasional travel may be required

$70k $80k