Personal Lines Account Manager

About This Role

Serve as a trusted advisor to standard personal lines clients by providing consultative guidance and best-in-class service. This role involves maintaining client relationships, managing accounts, and identifying new business opportunities within a fast-paced environment.

Responsibilities

• Build and maintain constructive and effective relationships with internal and external customers
• Leverage personal insurance knowledge to service existing accounts and develop new business opportunities
• Manage system records of service, marketing, and policy communications with clients and carriers in AMS/EPIC
• Participate in the retention of renewal business
• Interact with producers and office leaders to make coverage recommendations and engage in account rounding activities
• Ensure client has continuous and proper coverage and advise of recommendations
• Review current policies and provide recommendations regarding carrier placement options
• Execute coverage analysis as needed and provide accurate quotation for additional coverage

Requirements

• 3-5 years of Personal Lines client management experience
• Valid P&C brokers’ license
• Proficient in insurance agency management systems (e.g., AMS 360, Work Smart, EPIC)
• Extensive knowledge of Personal Lines underwriting coverage and procedures

Qualifications

• 3 - 5 years’ experience of Personal Lines client management

Nice to Have

• Industry specific designations (CISR, CIC or similar)

Skills

* Required skills

Certifications