Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking an experienced and dedicated Personal Lines Account Manager to join a team. This is a full-time position that will initially require onsite work, with the potential for hybrid or remote arrangements based on performance and business needs. The ideal candidate will have a strong background in personal lines account management, excellent customer service skills, and the ability to thrive in a collaborative and flexible work environment.

Compensation Package

Base Salary:

• Hybrid: $70,000–$75,000 annually (up to $75,000 for highly qualified candidates)
  
  

Bonuses

• Quarterly Bonus: Available for fully onsite employees
• Year-End Bonus: Available to all employees
• Average Annual Bonus Potential: Approximately $6,000
  
  

Additional Incentives

• PURE New Business (Inbound Leads): 40% one-time commission for accounts handled and closed by the Account Manager (eligibility criteria apply)
• Lost Data/Win-Back Accounts: Commission eligibility for successfully won-back accounts
• Staff Bonus Pool: Quarterly cash bonuses ranging from $500–$1,000 based on team success
• Holiday Bonus: Example payout of $2,000 for non-producers
  
  

Benefits

• Medical Insurance: Multiple plan options through BCBS, with an estimated employee cost of $300–$400/month for individual coverage
• 401(k): Currently under review (previously offered via Paychex, no match)
• Work-From-Home Setup: Provided for weather, illness, or other circumstances
  
  

Responsibilities

• Manage and service personal lines accounts with professionalism and efficiency
• Build and maintain strong relationships with clients, ensuring their insurance needs are met
• Handle inbound leads and close new business opportunities
• Assist with win-back accounts by leveraging prior policy information and background details
• Collaborate with team members to achieve agency goals and contribute to a motivated and flexible work culture
• Stay updated on industry trends, carrier products, and software systems
  
  

Qualifications/Requirements

• Experience:
• Minimum of 5 years in Personal Lines Account Management (10 years preferred for fully remote consideration)
• Education:
• College degree preferred
• Professional designations are a plus
• Carrier Experience:
• Familiarity with any of the following carriers: Travelers, Safeco, Foremost, Cincinnati, Acuity, NatGen, Openly, Nationwide, CHUBB, PURE
• Software Skills:
• TAM experience preferred (EPIC experience acceptable; TAM can be learned)
• Proven success in remote work (if applying for a remote position)
• Strong knowledge of insurance coverage, procedures, and processes
• Ability to pass a background check and provide references (preferably previous supervisors)