Personal Lines Account Manager - Hybrid Role

Unison Risk Advisors Inc.; Pennsylvania; Hybrid; USD 50,000 - 70,000; Full time

Job summary

Unison Risk Advisors Inc. is looking for a full-time Account Manager to develop and maintain client relationships in Pennsylvania. The role requires 2+ years of personal insurance experience and a Pennsylvania Property and Casualty Insurance License. Responsibilities include handling client inquiries, processing policy changes, and performing account reviews. A strong proficiency in Microsoft Office and excellent communication skills are essential. This position operates in a typical office environment and may include hybrid work eligibility.

Qualifications

• 2+ years of experience in personal insurance.
• Must hold a Pennsylvania Property and Casualty Insurance License.
• Proficient in Microsoft Office suite.

Responsibilities

• Perform account reviews independently ahead of policy renewal.
• Field policy and billing questions from clients through various channels.
• Timely processing of policy changes including additions and deletions.
• Document client communications and actions taken in the agency management system.

Skills

Teamwork

Insurance Products and Services

Communication proficiency

Time management

Priority management

Education

High school diploma or GED equivalent

2+ Years of Personal Insurance Experience

Pennsylvania Property and Casualty Insurance License

Tools

Microsoft Office suite

Job description

Unison Risk Advisors Inc. is looking for a full-time Account Manager to develop and maintain client relationships in Pennsylvania. The role requires 2+ years of personal insurance experience and a Pennsylvania Property and Casualty Insurance License. Responsibilities include handling client inquiries, processing policy changes, and performing account reviews. A strong proficiency in Microsoft Office and excellent communication skills are essential. This position operates in a typical office environment and may include hybrid work eligibility.