Personal Lines Account Manager

Stone Hendricks Group; Arizona (TX); On-site; USD 55,000 - 87,000; Full time

Job summary

An established industry player in the insurance sector is seeking a Personal Lines Account Manager to join their dynamic team. This role is pivotal in ensuring client satisfaction and retention, requiring a strong background in Property & Casualty Insurance. You will collaborate with agency principals and team members to deliver exceptional service, manage policy documentation, and prepare competitive proposals. If you thrive in a fast-paced environment and are passionate about client relations, this opportunity is perfect for you. Join a supportive agency that values your expertise and offers a competitive salary along with comprehensive benefits.

Benefits

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

Qualifications

• Must have a P&C License and experience with multiple carriers.
• Minimum of 2 years as a Personal Lines Account Manager.

Responsibilities

• Provide exceptional customer service and maintain client relationships.
• Order policies and issue documentation as needed.

Skills

Property & Casualty Insurance

Customer Service

Microsoft Office

Organizational Skills

Education

P&C License

2+ years experience in Personal Lines

Tools

Microsoft Word

Microsoft Excel

Job description

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Executive Recruiting and Career Placement

Personal Lines Account Manager with Commercial experience

About Us:

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.

The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description:

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Job Requirements:

• P&C License required
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
• Minimum of 2 years of experience as a Personal Lines Account Manager
• Must also have experience with Commercial Lines

Desired Skills:

• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail

Responsibilities include but are not limited to the following:

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships
• Bind coverage for new clients
• Competitive Pay

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Customer Service, and Consulting

• Industries

  Insurance and Insurance Agencies and Brokerages

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Disability insurance

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