Benefit Quest, Inc.
Personal Lines Insurance Account Manager
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Personal Lines Insurance Account Manager
role at
Benefit Quest, Inc.
About Us Benefit Quest is an Independent Insurance Agency providing a full range of Personal & Commercial Insurance Products: Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401k, and Financial Services.
Position Overview Benefit Quest is seeking a dynamic and experienced “Account Manager” to join our growing team. The role involves building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service.
Key responsibilities
include managing a personal lines book of business, quoting new business and renewals, maintaining accurate client records, and collaborating with internal teams and external partners.
Personal Lines Account Manager – Key Responsibilities
Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction.
Work independently in a fully remote environment while collaborating effectively as part of a remote team.
Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships.
Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation.
Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity.
Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow‑ups through suspense activities.
Work closely with account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution.
Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service.
Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.
Qualifications
Current Property & Casualty License.
3-5+ years Property & Casualty Account Management experience.
Excellent verbal and written communication skills to build rapport and trust with clients.
Detail‑oriented with strong organizational and time management skills.
Ability to work independently and as part of a team in a remote work environment.
Strong computer and technology skills. Proficiency in Microsoft Office Suite.
Experience with AMS360.
Benefits
Competitive salary commensurate with experience.
Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match.
Opportunities for professional development and career advancement.
This is a remote position.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Insurance
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Personal Lines Insurance Account Manager
role at
Benefit Quest, Inc.
About Us Benefit Quest is an Independent Insurance Agency providing a full range of Personal & Commercial Insurance Products: Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401k, and Financial Services.
Position Overview Benefit Quest is seeking a dynamic and experienced “Account Manager” to join our growing team. The role involves building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service.
Key responsibilities
include managing a personal lines book of business, quoting new business and renewals, maintaining accurate client records, and collaborating with internal teams and external partners.
Personal Lines Account Manager – Key Responsibilities
Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction.
Work independently in a fully remote environment while collaborating effectively as part of a remote team.
Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships.
Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation.
Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity.
Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow‑ups through suspense activities.
Work closely with account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution.
Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service.
Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.
Qualifications
Current Property & Casualty License.
3-5+ years Property & Casualty Account Management experience.
Excellent verbal and written communication skills to build rapport and trust with clients.
Detail‑oriented with strong organizational and time management skills.
Ability to work independently and as part of a team in a remote work environment.
Strong computer and technology skills. Proficiency in Microsoft Office Suite.
Experience with AMS360.
Benefits
Competitive salary commensurate with experience.
Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match.
Opportunities for professional development and career advancement.
This is a remote position.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Insurance
#J-18808-Ljbffr