Personal Lines Account Manager (Must have P&C License)

Jobot; Reading (Berks County); On-site; USD 65,000 - 75,000; Full time

Job summary

An established industry player is seeking a skilled Personal Lines Account Manager to oversee a portfolio of personal insurance accounts. In this role, you will provide exceptional customer service while utilizing the EPIC system to manage records and ensure compliance with industry regulations. You'll have the opportunity to build strong client relationships, conduct policy reviews, and identify sales opportunities. Join a stable company that values a 'Family First' environment and is dedicated to meeting the insurance needs of local and global clients.

Qualifications

• Proven experience as a Personal Lines Account Manager or similar role.
• Strong knowledge of personal lines insurance products and regulations.

Responsibilities

• Manage a portfolio of personal insurance accounts and provide excellent customer service.
• Conduct risk assessments and collaborate with sales to grow the client base.

Skills

Customer Service

Communication Skills

Organizational Skills

Risk Assessment

Problem-Solving

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Bachelor's degree in Insurance

Tools

EPIC System

Job description

Personal Lines Account Manager (Must have P&C License)

2 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $75,000.00/yr

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Job details

This Jobot Job is hosted by Dana Stark

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $65,000 - $75,000 per year

About Us

We strive to be the partner of choice for customers, insurance carriers, and employees seeking long-term relationships built on trust. Our core beliefs guide us to act as a voice and a unified vision.

Why join us?

We are a stable company with a "Family First" environment. We serve local and global clients, and our growth is attributed to our reputation for taking care of all their insurance needs.

Position Overview

We are seeking a skilled Personal Lines Account Manager to manage a portfolio of personal insurance accounts, providing excellent customer service, utilizing the EPIC system, and ensuring compliance with industry regulations.

Key Responsibilities

• Client Relationship Management: Serve as the primary contact, build relationships, conduct policy reviews, and address inquiries.
• Policy Management: Use EPIC to manage records, process applications, endorsements, renewals, and work with underwriters.
• Sales and Cross-Selling: Identify opportunities for additional sales and collaborate with the sales team to grow the client base.
• Compliance and Documentation: Ensure adherence to regulations and maintain organized records.
• Risk Assessment: Conduct risk assessments and analyze policies for client needs.
• EPIC System Utilization: Demonstrate proficiency, stay updated, and optimize workflows.
• Team Collaboration: Work with claims, underwriting, and finance departments to resolve issues and improve service.

Qualifications and Skills

• Bachelor's degree in Business, Finance, Insurance, or related field (preferred).
• Proven experience as a Personal Lines Account Manager or similar role.
• Proficiency in EPIC or other insurance management systems.
• Knowledge of personal lines insurance products, policies, and regulations.
• Strong customer service and communication skills.
• Excellent organizational skills and attention to detail.
• Ability to analyze policies and assess risk.
• Proactive problem-solving and customer-focused mindset.

Interested in learning more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We celebrate diversity and consider all qualified candidates without discrimination. Background checks may be performed with your consent, in accordance with applicable laws.

Additional Information

Seniority level: Not Applicable

Employment type: Full-time

Job function: Sales and Business Development

Industries: Human Resources Services, Technology, Information and Internet, Hospitals and Health Care

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