About this role

Provide exceptional service to personal lines clients by marketing insurance coverages.
Conduct coverage reviews and ensure policy accuracy.
Maintain client relationships and stay informed on carrier offerings.
Contribute to client retention through dedicated support.
Gather marketing data for new and renewal quotes in collaboration with clients and sales executives.
Obtain and review quotes from carriers and prepare detailed coverage analyses.
Broaden industry knowledge through continuing education opportunities.

Bachelor’s degree or equivalent experience preferred.
Previous insurance experience and familiarity with Epic or similar insurance software is a plus.
State property and casualty insurance license, or the ability to obtain one, is required.
Strong communication, interpersonal, multitasking, and organizational skills.
Detail-oriented with the ability to manage confidential information responsibly.
Proficient in Microsoft Word, Outlook, Excel, PowerPoint, or similar professional software.

Personal Lines Account Manager

Key skills