Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager to join a growing team. As a family-owned insurance agency, pride ourselves on maintaining a balanced workload and fostering a collaborative work environment. This role will focus on servicing personal lines accounts, with a strong emphasis on renewals and cross-selling opportunities. If you are organized, personable, and have a problem-solving mindset, encourage you to apply.

Compensation Package

• Salary: $70,000 - $85,000 annually (potential to go up to $90,000 for exceptional candidates).
• Health Benefits: Medical insurance with 70% of employee costs covered; voluntary dental and vision plans available.
  
  

Responsibilities

• Provide full servicing of personal lines accounts, including policy changes, claims assistance, invoicing, and marketing renewals.
• Handle policy change requests, such as adding or dropping vehicles.
• Assist clients with claims processing and ensure timely follow-ups.
• Quote and market renewals (80%) and new business (10%), primarily through cross-selling and referrals.
• Work with carriers such as Mercury, Safeco, and the California Fair Plan to manage accounts ranging from $5,000 to $30,000 in size.
• Utilize Hawksoft software for account management and documentation.
  
  

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years in personal lines account management, with familiarity in working with Mercury systems being a must.
• Technical Skills: Proficiency in Hawksoft or similar agency management software.
• Soft Skills: Strong problem-solving abilities, excellent communication skills, organizational aptitude, and a personable demeanor.
• Work Environment: Must be comfortable working in an in-office setting with a collaborative but focused team.