Personal Lines Account Manager

About This Role

This role is responsible for comprehensive client service and communication regarding personal lines insurance policies, including managing renewals, remarkets, and invoicing. The individual will also collaborate with underwriters, assist with claims, and mentor junior team members.

Responsibilities

• Maintain records and manage a book of business, including reviewing and binding renewals
• Remarket, quote, and bind additional lines of business for clients
• Ensure client assets are protected through comprehensive insurance products and eliminate coverage gaps
• Work with underwriters to find creative solutions for customer needs
• Track expiration, past due renewals, and A/R reports to ensure timely servicing
• Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances
• Facilitate client claims processes as needed
• Monitor performance metrics for productivity, efficiency, quality, and service standards
• Maintain transparent communication with supervisor regarding obstacles and performance expectations
• Collaborate with commercial sales personnel to develop solutions for mutual clients

Requirements

• 5+ years of industry experience
• State required active licensing (2-20 or 20-44)
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, delegation, and decision-making skills
• High accuracy in handling large work volumes
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School diploma (or equivalent)
• 5+ years of industry experience

Skills

* Required skills

Benefits