Personal Lines Account Manager — Hybrid Schedule & Benefits

Capstone Search Group; Hartford (CT); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Full benefits package

Hybrid work schedule

Job summary

Capstone Search Group is assisting an independent insurance agency in Hartford, CT, to hire a Personal Lines Account Manager. The role focuses on delivering prompt client service for an existing client base, handling renewals, coverage questions, and new business processing.

The successful candidate will possess 2–3 years of personal lines experience, a state license, and familiarity with Applied Epic in a fast-paced retail agency environment.

Qualifications

• 2-3 years of progressive experience in personal lines, preferably in a retail agency setting.
• State insurance license required.
• Experience with Applied Epic strongly preferred.

Responsibilities

• Act as a main point of contact for processing, client services, ongoing support for claims issues, and more
• Manage the renewal process with a complete understanding of coverages, carriers, review of pricing, and recommended solutions
• Develop and maintain strong relationships with both internal and external stakeholders, to include carrier contacts, sales agents, clients, and other staff members

Skills

Personal lines

Retail insurance experience

Customer service

Education

Insurance license

Tools

Applied Epic

Job description

Capstone Search Group is assisting an independent insurance agency in Hartford, CT, to hire a Personal Lines Account Manager. The role focuses on delivering prompt client service for an existing client base, handling renewals, coverage questions, and new business processing.

The successful candidate will possess 2–3 years of personal lines experience, a state license, and familiarity with Applied Epic in a fast-paced retail agency environment.