Personal Lines Account Manager

📋 Description

• Act as the primary contact for clients, delivering prompt and professional service.

• Oversee the placement of new and renewal accounts with carrier partners in P&C and Life & Health sectors.

• Aid in collecting underwriting information and preparing submission documents.

• Foster strong relationships with carriers to obtain competitive quotes and solutions for clients.

• Ensure successful account renewal and retention through proactive service and relationship management.

• Keep accurate and current records in the AMS360 agency management system.

• Collaborate with Producers, Senior Client Managers, and other internal teams to meet client needs.

• Efficiently and accurately manage policy changes, endorsements, certificates, and other routine service requests.

⛳️ Requirements

• 1–2 years of experience in insurance, customer service, or a related field is preferred.

• Active P&C Insurance License or L&H Insurance License is required.

• Excellent interpersonal and communication skills, both written and verbal.

• Demonstrated ability to handle multiple tasks and priorities in a deadline-oriented environment.

• Familiarity with AMS360 or similar agency management systems is advantageous.

• Detail-oriented with strong organizational abilities.

• Active state-issued Insurance license (P&C and/or L&H) is mandatory.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life Insurance and AD&D

• FSA / HSA

• Accident

• Critical Illness

• Hospital Indemnity

• Supplemental Health Insurance

• EAP

• Pet Insurance

• 11 Paid Holidays

• Flexible PTO

• 401K