Personal Insurance Account Manager/Inside Sales

Job Description

Personal Lines Account Manager/Inside Sales

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role offers an exciting opportunity to manage a $2.6 million book of business, focusing on standard personal lines accounts. The ideal candidate will bring a customer-focused approach, strong organizational skills, and a passion for delivering exceptional service.

Compensation Package

• Salary Range: $55,000 - $60,000 (commensurate with experience)
• Incentives: Commissions on New and Renewal
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Additional Perks: Collaborative company culture, low turnover, and excellent benefits
  
  

Responsibilities

• Manage accounts averaging $4,000 in premium (up to $15,000).
• Provide end-to-end servicing of personal lines accounts, including renewals, policy changes, and client inquiries.
• Collaborate with the claims department and processors for administrative tasks such as certificates.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Utilize Applied EPIC software for account management and documentation.
• Identify opportunities for cross-selling and up-selling to enhance client portfolios.
  
  

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license preferred; must obtain within six months if not currently licensed.
• Experience: Minimum of 2 years in personal lines insurance; candidates with captive experience are welcome to apply.
• Technical Skills: Proficiency in SpecialAgent software is a plus.
• Skills: Strong communication, organizational, and customer service skills.
• Work Ethic: Self-motivated, detail-oriented, and able to thrive in a collaborative team environment.