Job Description

Personal Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Personal Lines Account Manager to join a growing team. This role is ideal for a professional with a passion for customer service, sales, and account management within the insurance industry.

Compensation Package

• Base Salary: $50,000 - $60,000 annually


• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional service to personal lines clients, addressing inquiries, resolving issues, and ensuring satisfaction.


• Handle new business quotes, policy renewals, and upselling opportunities.


• Market and round out accounts to maximize client coverage and agency profitability.


• Take inbound calls from prospective clients and assist with new business opportunities.


• Maintain accurate records in the agency management system (Xanatek).


• Collaborate with team members to meet agency goals and participate in ongoing training and development.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required; additional designations are a plus.


• Experience: Minimum of 2 years in personal lines insurance, with a focus on servicing, upselling, and marketing.


• Technical Skills: Proficiency in using insurance management software (experience with Xanatek preferred).


• Attributes:
  
  
  
  • Reliable and punctual
  
  
  • Strong desire to grow professionally and contribute to the agency's success
  
  
  • Sales-oriented mindset with a focus on client needs
  
  
  
  


• Education: High school diploma or equivalent required; additional education or certifications are advantageous.

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