Personal Lines Account Manager

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Oversee and manage a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals.

• Handle endorsements, policy modifications, billing inquiries, and coverage updates with meticulous attention to detail.

• Engage in proactive policy assessments to identify coverage gaps and opportunities for account rounding.

• Create renewal proposals and remarket accounts when necessary to guarantee competitive coverage and pricing.

• Deliver responsive, solution-oriented customer support through phone, email, and in-person interactions.

• Maintain precise documentation within the agency management system while adhering to compliance guidelines.

• Collaborate with producers and team members to enhance client retention, cross-selling efforts, and overall client satisfaction.

⛳️ Requirements

• A minimum of 2 years of experience in Personal Insurance Account Management is required.

• Candidates must be located in the New England region or within a two-hour commute from Oxford, CT.

• Strong professionalism and adherence to ethical standards.

• Consistent follow-through on deadlines, meetings, and client commitments.

• A passion for assisting clients and fostering long-lasting relationships.

• Ability to provide creative and innovative solutions.

• Active participation in civic or professional associations.

• Strong communication skills with an understanding of how to align agency resources with client needs.

• Detail-oriented and accountable.

• Values community involvement and long-term client partnerships.

🏝️ Benefits

• Group health coverage.

• Retirement plan with company match.

• 401(k).

• Dental insurance.

• Health insurance.

• Vision insurance.

• Paid time off.