Personal Lines Account Manager

Job Description

Personal Lines Account Manager/Account Executive

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager (AM) or Account Executive (AE) to join a growing team. This is an exciting opportunity to work in a dynamic and supportive environment with a focus on high-net-worth clients and accounts generating $250k-$300k in revenue. The ideal candidate will have a strong background in personal lines insurance, a proven ability to build relationships, and a passion for delivering exceptional service. This is a fully on-site position with significant growth potential.

Compensation Package

• Salary Range: $50,000 - $65,000 for AM; up to $75,000 for AE (based on 25% of book revenue)
• Benefits:
• Medical, Dental, and Vision Insurance
• Additional Perks:
• Work in a brand-new, modern office
• Collaborative and laid-back team culture
• Opportunities for professional growth and development
  

Responsibilities

• Account Management:
• Handle a mix of new (20%) and renewal (80%) business.
• Provide exceptional service to high-net-worth clients and manage relationships with relevant carriers.
• Cross-sell and upsell personal lines products to maximize client value.
• Sales and Service:
• Confidently sell and serve personal lines insurance products.
• Close deals and maintain a high level of client satisfaction.
• Administrative Duties:
• Utilize Epic software for account management and documentation.
• Ensure timely and accurate communication with clients and team members.
• Team Collaboration:
• Work closely with the Personal Lines Director and other team members to meet business goals.
  

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience:
• Minimum of 2 years in personal lines insurance (not seeking entry-level candidates).
• Proven longevity in previous roles.
• Experience working with high-net-worth clients and related carriers is preferred.
• Technical Skills:
• Proficiency in Epic software or similar platforms.
• Soft Skills:
• Strong written communication skills, particularly in email correspondence.
• Ability to build rapport and maintain professional relationships with clients and colleagues.
• Excellent verbal communication and interpersonal skills.
• Other Requirements:
• Willingness to work fully on-site in a collaborative office environment.