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
Bind coverage for new clients

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 2 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
Insurance designation (Preferred)
Experience with Microsoft Office and proficiency in Word and Excel
Excellent organizational skills with attention to detail

Competitive Pay
Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.

Personal Lines Account Manager

Key skills