Personal Lines Account Manager

Job Description

Personal Lines Account Manager (Sales/Rating Focus)

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager with a strong focus on sales and rating to join a team. This role is ideal for a motivated individual who thrives in a dynamic environment and is passionate about providing exceptional service to clients. You will manage an existing book of business while also writing new business from referrals. This is a hybrid position, offering flexibility and the opportunity to work both onsite and remotely.

Compensation Package

• Hourly Rate: $30/hour
• Commission: 40% commission on all new business written
• Benefits: Comprehensive benefits package included
• Work Schedule: Flexible hours, 3-4 days onsite per week, with the option to work up to 5 days
  
  

Responsibilities

• Manage and service a pre-existing book of personal lines accounts, ranging from $7,000 to $70,000 in premium, including builders risk policies.
• Handle incoming referrals from the President and convert them into new business opportunities.
• Perform quoting and rating tasks with accuracy and efficiency.
• Maintain strong relationships with clients, providing exceptional customer service and addressing their insurance needs.
• Utilize the EPIC software system to manage accounts and ensure seamless operations.
• Balance responsibilities between sales (50%) and service (50%) to meet company goals.
  
  

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required.
• Experience: Proven experience in personal lines insurance, with a strong background in sales and account management.
• Technical Skills: Proficiency in EPIC software is mandatory.
• Skills: Strong quoting and rating abilities, excellent communication skills, and a customer-focused mindset.
• Work Ethic: Ability to work independently and collaboratively in a small team environment.