Account Manager - Personal Lines

Primary Recruiting Services; Cheshire (CT); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision coverage

401(k) with company match

Paid vacation and holidays

Job summary

A leading insurance firm is seeking an Account Manager for Personal Lines in Cheshire, CT. The role entails managing client relationships, advising on coverage options, and performing detailed policy reviews. Candidates must hold a Property and Casualty License, with a strong preference for those with insurance designations. A competitive salary range of $45,000 to $75,000 annually, plus a 5% discretionary bonus, is offered. Benefits include comprehensive medical plans and 401(k) options, ensuring a supportive work environment.

Qualifications

• 5 years of account management experience in the insurance industry.
• Knowledge of personal lines of coverage is required.
• Strong understanding of insurance products and markets.

Responsibilities

• Manage client relationships and provide strategic advice on insurance needs.
• Prepare comprehensive summaries of insurance and ensure accurate documentation.
• Address client inquiries, providing guidance on coverage changes.

Skills

Bilingual (Spanish/English)

Analytical skills

PowerPoint skills

Communication skills

Microsoft Office (Excel, Word)

Customer service issue resolution

Education

High School Diploma or equivalent

Four‑year degree preferred

Property and Casualty License

Job description

2 days ago Be among the first 25 applicants

Primary Recruiting Services provided pay range

This range is provided by Primary Recruiting Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $75,000.00/yr

Direct message the job poster from Primary Recruiting Services

Senior Executive Recruiter at Primary Recruiting Services

Title: Account Manager - Personal Lines

Location: Cheshire, CT

Schedule: Onsite Monday–Friday, 8:00 AM–5:00 PM

Salary: $45,000–$75,000 (based on experience)

Bonus: 5% discretionary bonus

Department: Personal Lines

Benefits: Comprehensive medical, dental, and vision coverage; 401(k) with company match; paid vacation and holidays

Who We Are

• We are a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We’re Looking For

• The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long‑term goals and growth plans. The Account Manager remains knowledgeable of advances in the insurance business and stays abreast of the types of insurance products available.

A GLIMPSE INTO YOUR DAY

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures
• Partners in the strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.
• Strategically manages the remarketing of renewals to ensure high account retention rates.
• Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.
• Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.
• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.
• Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.
• Recommends process improvements as needed.
• Quickly identifies and resolves complex client service issues.
• Performs other projects, duties, and tasks, as assigned.

What Success Looks Like In This Role

• A Property and Casualty License from the state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).
• High School Diploma or equivalent. Four‑year degree preferred.
• Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage is required.
• Bilingual (Spanish/English) is a plus or a must in some locations.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in‑person and teleconference/webinar sessions.
• In‑depth understanding of advanced personal lines of coverage with the ability to advise clients concerning their complex insurance needs.
• Excellent written and verbal communication skills are required to maintain effective relationships with clients, co‑workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications.
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

WHY CHOOSE US?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Insurance and Insurance Agencies and Brokerages

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