Personal Lines Account Manager

Job Description

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative to join a team. This role is an excellent opportunity for an experienced insurance professional who thrives in a supportive, laid-back work environment that values work-life balance. As a Personal Lines Customer Service Representative, you will focus exclusively on servicing existing clients, ensuring they receive the best possible coverage and support. This is a full-time position with the potential for a hybrid work schedule after an initial onboarding period.

Compensation Package

• Salary Range: $50,000 - $65,000 annually, based on experience and qualifications.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
  
  

Responsibilities

• Provide exceptional service to existing clients by addressing inquiries, resolving billing questions, and processing policy changes.
• Assist clients in selecting the best carrier options to meet their needs.
• Handle remarketing tasks as needed.
• Maintain accurate records and documentation in the agency's systems, including QQ, PL Rater, and Agency Zoom.
• Collaborate with team members to ensure a seamless client experience.
• Uphold a professional and positive attitude while fostering a team-oriented work environment.
  
  

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: 1-3 years of experience in a similar role; candidates with captive insurance experience will also be considered.
• Technical Skills: Familiarity with QQ, PL Rater, and Agency Zoom is preferred.
• Soft Skills: Strong communication skills, organizational abilities, a team-oriented mindset, and a positive attitude are essential.
• Work Environment: Initially, this role will require five days in the office. After approximately six months, a hybrid schedule of three days in the office and two days remote may be offered, depending on performance and experience.