Personal Insurance Account Manager

About the Role

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join an established independent insurance agency. This position offers an excellent opportunity for individuals looking to start or advance their careers in the insurance industry. The ideal candidate will be responsible for managing a portfolio of personal lines accounts, building strong client relationships, and providing exceptional service across various personal insurance products, including home, auto, and umbrella policies. This role offers a supportive, collaborative work environment with opportunities for professional growth and development.

Key Responsibilities

• Manage and service a portfolio of personal lines insurance accounts.
• Handle all aspects of personal lines account management, including quoting new business, processing renewals, and managing policy changes.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.
• Collaborate with insurance carriers to secure competitive coverage options and meet client needs.
• Utilize AMS360 for account management, documentation, and policy servicing.
• Respond to client inquiries regarding home, auto, umbrella, and other personal insurance policies.
• Review existing policies to identify coverage gaps and recommend appropriate solutions.
• Maintain accurate and organized client records while ensuring timely follow-up on service requests.
• Provide professional and responsive customer service throughout the policy lifecycle.

Requirements & Tech Stack

• Holds an active P&C (Property and Casualty) insurance license or is willing to obtain one upon hire.
• AMS360 or similar agency management software is preferred.
• Bilingual proficiency in English and Spanish is a plus.
• High school diploma or equivalent required.

Qualifications

• Open to candidates with varying levels of insurance experience, including entry-level professionals and those with captive agency backgrounds.
• Strong interpersonal and communication skills with a customer-focused approach.
• Ability to build and maintain positive relationships with clients and insurance carriers.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and work effectively in a team-oriented environment.
• Additional insurance certifications or industry training preferred.

Compensation Package

• Salary Range: $55,000 – $75,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, including health insurance, retirement savings options, and paid time off.
• Professional Development: Opportunities for ongoing training, industry education, and career advancement.
• Work Arrangement: Primarily onsite, with potential hybrid flexibility based on experience and performance.
• Travel: No travel required.