What are the responsibilities and job description for the Personal Lines Account Executive position at Yates Insurance Agency?
Job Overview
We're currently looking for a friendly, motivated, and client-focused Personal Lines Account Manager to join our growing team. In this role, you'll become a trusted resource for our clients β helping them navigate coverage options, answering questions, and providing the personalized service that keeps clients coming back year after year.
If you enjoy building relationships, helping people feel confident and protected, and working in a supportive office where your contributions truly matter, we'd love to meet you.
Come grow your career with a team that genuinely cares about its employees, its clients, and the community we proudly serve.
Salary Range: $50,000.00 - $80,000.00 per year
Benefits
Annual Base Salary Bonus Opportunities
Mon-Fri SchedulePaid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Career Growth Opportunities
Retirement Plan
Hands on Training
Casual Fridays
Modified Summer Hours
Requirements
- Maryland Property & Casualty Insurance License
- Prior Personal Lines account management experience ( 2 years preferred)
- Experience handling new business and renewals (policy servicing)
- Familiarity with agency/account systems (examples: EPIC, AMS360)
Responsibilities
- Serve as the primary point of contact for clients regarding their personal insurance needs, including home, auto, and umbrella policies.
- Provide exceptional customer service by responding promptly to inquiries, processing policy changes, and resolving issues with empathy and efficiency.
- Review existing policies to ensure clients have appropriate coverage and identify opportunities for cross-selling or upselling relevant products.
- Assist clients in the claims process, offering guidance and support through every step.
- Maintain accurate and up-to-date client records in the agency management system.
- Stay informed about new insurance products, industry trends, and state regulations to better serve clients.
Salary : $50,000 - $80,000