Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking a detail-oriented and customer-focused Personal Lines Account Manager to join a Property & Casualty division. This role will manage an assigned book of business, serving as the primary liaison between clients and insurance carriers. While this is primarily a service-oriented position, motivated individuals will have the opportunity to grow into sales and expand their career within the organization.

Compensation Package

• Salary Range: $40,000 - $70,000 (commensurate with experience)
• Commission Opportunities: 100% on personal policies, 50% on referrals for the first year
• Annual Bonuses: Performance-based
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
• Flexible Work Schedule: Hybrid work model available after 90 days (1 day remote, with potential for 2-3 days remote based on experience and performance)
  
  

Responsibilities

• Manage and service an assigned book of personal lines clients.
• Prepare proposals and applications, submit them to carriers, and ensure timely follow-up.
• Build and maintain strong client relationships by delivering exceptional service and communication.
• Provide consistent, proactive communication through phone, email, newsletters, and regular check-ins.
• Learn underwriting and rating procedures for personal lines products.
• Quote and cross-sell personal lines policies to meet client needs.
  
  

Qualifications/Requirements

• Property & Casualty License for DE and PA (or willingness to obtain; employer will provide support).
• Strong written and verbal communication skills.
• Solid math skills and attention to detail.
• Negotiation and problem-solving abilities.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Tech-savvy with the ability to work independently and troubleshoot basic IT issues.
• Eagerness to learn and grow within the insurance industry.