Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking a highly skilled and motivated Personal Lines Account Manager to join a growing team. As a family-owned insurance agency, pride ourselves on maintaining a balanced workload for the team members while fostering a collaborative and professional work environment. This role is integral to servicing and managing the expanding book of business, primarily focused on middle-market personal lines accounts.

Compensation Package

• Salary Range: $65,000 - $85,000 annually, commensurate with experience.
  
  

Responsibilities

• Provide full-service account management for personal lines clients, including policy changes, claims assistance, invoicing, and marketing renewals.
• Handle renewal business (approximately 80%) and new business (approximately 10%), primarily through cross-selling and referrals.
• Quote and market policies with carriers such as Mercury, Safeco, and the California Fair Plan.
• Process policy change requests, including adding or removing vehicles.
• Assist clients with claims and ensure timely resolution.
• Maintain organized and accurate records in Hawksoft agency management software.
  
  

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience in personal lines insurance account management.
• Carrier Knowledge: Familiarity with Mercury’s system is essential.
• Technical Skills: Proficiency in Hawksoft or similar agency management software.
• Soft Skills: Strong problem-solving abilities, excellent communication skills, personable demeanor, organizational skills, and a willingness to learn and adapt.