Personal Lines Account Manager

Frey Consulting Group; South Brunswick (NJ); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Training resources

Work-life balance

Job summary

King Risk Partners in Monmouth Junction, New Jersey, seeks a Personal Lines Account Manager to safeguard client assets and tailor insurance solutions. You will manage an expanding portfolio and collaborate with underwriters to improve profitability and client satisfaction.

Ideal candidates have 3+ years of personal lines experience, a P&C license, strong communication, and CRM proficiency. This role emphasizes retention, growth, and timely policy reviews within a collaborative team.

Qualifications

• 3+ years of personal lines insurance management experience.
• Strong interpersonal communication and negotiation skills.
• Proficiency with CRM systems to manage client data and forecast opportunities.
• Licensed for Property & Casualty insurance per state requirements.
• Proven track record of compliance with industry standards.

Responsibilities

• Maintain and grow a portfolio of Personal Lines accounts.
• Achieve high client retention and drive growth through cross-selling/up-selling.
• Collaborate with underwriters to negotiate competitive rates and terms.
• Perform annual policy reviews to ensure appropriate coverage.
• Utilize analytics to identify performance gaps and develop improvement plans.
• Ensure timely renewals and proactive client communication.

Skills

CRM proficiency

Analytical skills

Communication

Negotiation

Education

Property & Casualty license

Job description

Monmouth Junction, New Jersey, United States

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.

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.