Account Manager Personal Lines Insurance

Blackwell Insurance Agency Inc.; Polska; Hybrid; PLN 80,000 - 100,000; Full time

Benefits offered by this job

401(k) matching

Company parties

Competitive salary

Health insurance

Paid time off

Training & development

Job summary

Blackwell Insurance Agency is a growing, family‑owned Independent Insurance Agency seeking a Rockstar to join our winning team in a remote role focused on Personal Lines renewal management, cross‑selling to commercial lines, and servicing existing clients to maximize coverage and value. You will work with multiple carriers, utilize Hawksoft, and stay compliant with a P&C license.

Excellent communication and detail orientation are essential, as is proficiency in Microsoft Office.

Qualifications

• Must have a current P&C license.
• At least 1 year of experience servicing personal lines.
• Excellent communication skills and ability to multi-task with high attention to detail.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Manage the renewal process for Personal Lines clients.
• Run carrier reports and add lines of business (Auto, Home, Umbrella, Motorcycle, Boat).
• Cross-sell from personal to commercial lines when appropriate.
• Handle cancellations and attempt to save clients.
• Provide client reviews to identify life events affecting coverage or discounts.
• Remarket policies after uprates, rate changes, or risk changes.
• Proactively call on claims following our process.
• Identify opportunities to add value to the client experience.
• Remarket to lost clients to win them back.
• Quote and write overflow of new business.
• Assist with overflow on incoming calls.

Skills

Communication skills

Multi-tasking

Attention to detail

MS Office proficiency

Education

P&C License

Tools

Hawksoft

Microsoft Office

Job description

Benefits:

• 401(k) matching
• Company parties
• Competitive salary
• Health insurance
• Paid time off
• Training & development

Our growing family owned Independent Insurance Agency is looking for a Rockstar to join our winning team! This is not just a job it’s a mission. We want to reach and educate every one of our clients and make the insurance experience the best it can be. We promise to provide any and all the support that you need to be the best you can be!

Roles & Responsibilities:

Include the following. Other duties may be assigned.

• Manage the renewal process for all Personal Lines clients
• Run carrier reports and round out current clients by adding a line of business (Auto, Home, Umbrella, Motorcycle, Boat etc.)
• Cross-sell existing clients by converting personal lines clients to commercial lines clients
• Handle all cancellation requests that come into the office and try to save clients.
• Provide client ‘reviews’ to see if there are any life events that have happened that may trigger either discounts, more coverage or additional policies.
• Remarket policies when uprates occur due to rate increase, MVR activity or risk changes.
• Proactive calling on claims following our claims process
• Identifying opportunities to add value to the client experience
• Remarketing to lost clients to win them back to the agency
• Rewrite non renewals and cancellations
• Quote and write overflow of new business
• Assist with overflow on incoming calls

Requirements:

• Must have a current P&C License
• Must have minimum of one year experience, servicing personal lines insurance products
• Excellent communication skills
• Ability to multi-task and high attention to detail
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Preferred:

• Experience with multiple carriers
• Hawksoft Agency Management software experience

Benefits:

• Hourly wage plus commission
• Paid Time Off
• Group Health Benefits
• Simple IRA Company Match
• Great Work Environment
• Room For Growth

Agency Culture:

We are dedicated to building a great team by having teams calls, annual in-person meetings in California, and getting involved in community events. Blackwell Insurance Agency is a member of the local Chamber of Commerce and is passionate about giving back and supporting several charities including the South County Outreach, an organization that works to prevent hunger and homelessness throughout Orange County.

This is a remote position.