Personal Lines Account Manager

About This Role

This role is responsible for overseeing personal lines client service and communication, managing administrative processes for insurance policies, and ensuring client assets are protected. It involves collaborating with underwriters, tracking reports, and mentoring team members.

Responsibilities

• Oversee client service and communication, ensuring excellence in every interaction
• Manage administrative processes for client insurance policies such as renewals, remarkets, invoicing, and MVRs
• Handle proposals, AORs, cancellations, and policy reviews
• Manage incoming correspondence and facilitate effective team communication
• Delegate work to Account Associates and mentor team members, fostering professional growth
• Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business
• Ensure clients' 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

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)
• High School diploma (or equivalent)

Qualifications

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

Skills

* Required skills

Benefits