Personal Lines Account Manager

Personal Lines Account Manager
Job Summary
Looking for a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to the mission of providing exceptional client-focused insurance brokerage services.
Compensation Package

• Salary : $70,000 - $75,000 annually
• Benefits : Comprehensive benefits package

Responsibilities

• Retain and manage existing accounts while assisting in the acquisition of new business.
• Market accounts/risks, review quotes for accuracy, and prepare proposals.
• Bind coverage for new and remarketed business; manage applications and follow up for signed documents.
• Review new and renewal policies for accuracy and forward them to clients.
• Prepare quotes and rewrite applications for book roll at least 45 days prior to renewal.
• Secure and submit required renewal underwriting information.
• Handle client inquiries via phone, email, or other communication channels.
• Prepare client insurance summaries upon request.
• Discuss policy changes and additions with clients and process changes through carrier websites or email.
• Maintain accurate records in the agency management system.
• Follow up on late premium payments and assist with claims resolution as needed.
• Process daily downloads, renewals, binders, ID cards, invoicing, and other documentation.
• Actively solicit account rounding, new lines, and coverage increases.
• Seek referrals from the current client base to generate new business prospects.

Qualifications/Requirements

• Licenses/Designations : Property & Casualty (P&C) license required.
• Experience : Minimum of 2 years of prior brokering experience.
• Technical Skills : Proficiency in AMS360 software.
• Knowledge : Familiarity with standard personal lines, farm owner, and business products and markets.
• Soft Skills : Strong communication, attention to detail, organizational skills, client-focused mindset, and ability to multitask effectively.

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