Personal Lines Account Manager

Capstone Search Group; Yarmouth (MA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Capstone Search Group in Yarmouth, MA is seeking an experienced Personal Lines Account Manager to deliver exceptional customer service for clients with policy inquiries, quotes, billing, claims, and renewals. This role requires handling high-net-worth accounts across various coverage areas, including home and auto.

A hybrid work schedule is available following training and onboarding, allowing for flexibility while maintaining strong client relationships and managing renewals effectively.

Qualifications

• 2-3 years of progressive experience in personal lines insurance.

Responsibilities

• Be the main point of contact to answer client questions and resolve issues.
• Handle the renewal process, including quoting and remarketing coverage.
• Develop and maintain relationships with clients and stakeholders.

Skills

Progressive experience in personal lines insurance

Customer service

Job description

This independent insurance agency is looking for an experienced Personal Lines Account Manager to provide prompt and effective customer service for clients seeking help with policy questions, quotes, billing, claims, and renewals. You’ll work with multiple insurance companies including high-net-worth accounts and carriers for home, auto, umbrella, marine, and other personal risk coverage.

Hybrid schedule is available after training and onboarding.

Duties & Responsibilities

• Be the main point of contact to answer client questions and work with the insurance company on outstanding issues
• Handle the renewal process from A-to-Z, quoting and remarketing coverage, identifying gaps, and recommending enhancements to add new lines or additional revenue opportunities where available
• Develop and maintain strong relationships with both internal and external stakeholders, to include carrier contacts, sales agents, clients, and other staff members

Skills & Experience

• 2-3 years of progressive experience in personal lines insurance experience