Personal Lines Account Manager

King Risk Partners; South Brunswick (NJ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Industry-leading training

Work-life balance culture

Job summary

King Risk Partners seeks a Personal Lines Account Manager to safeguard clients and grow our nationwide portfolio. You will manage client relationships, analyze data, and collaborate with underwriters to optimize coverage and profitability.

Qualifications include a Property and Casualty license and至少 3 years in personal lines. This role emphasizes renewal management, strategic cross-selling, and delivering tailored insurance solutions to families and individuals.

Qualifications

• Minimum 3 years in personal lines insurance management.
• Strong analytical skills and CRM proficiency.
• Interpersonal communication and negotiation abilities.
• Property and Casualty license required.
• Proven compliance with industry standards.

Responsibilities

• Improve client retention and grow account portfolio.
• Forecast opportunities using client data.
• Negotiate rates and terms with underwriters.
• Lead annual policy reviews for assigned accounts.
• Ensure 100% renewal notice compliance.

Skills

Client retention

Analytical skills

CRM proficiency

Negotiation

Interpersonal communication

Education

Property and Casualty license

Tools

CRM systems

Job description

Job Description

Personal Lines Account Manager

Join King Risk Partners, where your role as a Personal Lines Account Manager isn’t just a job—it's a mission to safeguard the assets and peace of mind of our clients. As one of the fastest-growing insurance agencies among the top 100 brokers in the U.S., your expertise will help shape our expanding footprint in the insurance landscape, delivering impactful insurance solutions that protect families and individuals across the nation.

Performance Objectives

• Achieve a minimum client retention rate of 95% by delivering exceptional service and personalized insurance plans.
• Expand the client portfolio by 20% within the first year through strategic cross-selling and up-selling efforts.
• Resolve 90% of customer queries and service requests within 24 hours, enhancing customer satisfaction and loyalty.
• Conduct comprehensive annual policy reviews for assigned accounts, ensuring optimal coverage alignment with client needs.
• Collaborate with underwriters to negotiate competitive rates and terms, increasing policy profitability by at least 10%.
• Leverage client data and analytics to identify underperformance areas and develop targeted improvement strategies.
• Facilitate timely renewals by executing proactive communication strategies, reaching 100% renewal notice compliance.

Environment & Resources

You will be part of a dynamic team reporting directly to the Personal Lines Director. Access cutting-edge CRM tools, industry data, and ongoing training resources that support your success. Benefit from a highly collaborative environment with cross-functional teams committed to excellence.

Essential Qualifications

• Minimum of 3 years experience in personal lines insurance management, with proven results in client retention and growth.
• Strong analytical skills and proficiency in CRM systems to manage client data and forecast opportunities.
• Demonstrated ability in interpersonal communication and negotiation, crafting tailored insurance solutions.
• License in Property and Casualty insurance, meeting state regulations are mandatory.
• Proven track record of maintaining compliance with industry standards and regulations.

Role Selling Points

• Be a part of a leading agency recognized for its exceptional growth and innovative insurance solutions.
• Access to industry-leading training programs and professional development resources.
• Thrive in a culture that values work-life balance and community-focused endeavors, aligning with our mission to make a difference.