Personal Lines Manager

Stone Hendricks Group; Juno Beach (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

Stone Hendricks Group in Juno Beach, Florida, is hiring a Personal Lines Account Manager to provide comprehensive support in property and casualty insurance. This role emphasizes client experience and retention.

The ideal candidate will have over 5 years of experience, a P&C license, and a history working with independent insurance agencies. Strong communication and organizational skills, along with proficiency in Applied Systems Epic, are essential.

Qualifications

• 5+ years of experience as a Personal Lines Account Manager.
• Experience working for an independent insurance agency.
• Effective communicator, both verbal and written.

Responsibilities

• Collaborate with Agency Principal and Producers to meet client needs.
• Prepare marketing submissions for account renewals.
• Maintain strong long-term client relationships.

Skills

P&C License

Communication

Organization

Multi-tasking

Experience with Microsoft Office

Tools

Applied Systems Epic

Microsoft Office

Job description

We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses.

The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.

Role Expectations and Description

The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience.

Job Requirements

• P&C License required
• Experience working for an independent insurance agency
• Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers
• Minimum of 5 years of experience as a Personal Lines Account Manager
• Must be able to multi-task and handle a heavy workload with minimal supervision
• Effective communicator (verbal and written)
• Working knowledge of Applied Systems Epic management system

Desired Skills

• Experience with Microsoft Office and proficiency in Word and Excel
• Excellent organizational skills with attention to detail

Responsibilities include but are not limited to the following

• Work with Agency Principal, Producers, and Team Members
• Order policies and issue documentation, certificates, and binders as needed
• Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
• Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships