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

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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

A Bit About Us

We strive to be the partner of choice for customers, insurance carriers and employees looking for long-term relationships built on a foundation of trust. This is supported by our core beliefs that help us act as voice and one vision.



Why join us?


We are a very stable company with a "Family First" environment. We have local clients to global clients and attribute our growth to our reputation of taking care of all of their insurance needs.

Job Details

Position Overview

We are seeking a skilled and experienced Personal Lines Account Manager to join our team. As a Personal Lines Account Manager, you will be responsible for providing exceptional customer service and managing a portfolio of personal lines insurance accounts for our clients. Utilizing the EPIC insurance management system, you will handle various aspects of policy management, client communication, and ensure compliance with industry regulations.

Key Responsibilities

Client Relationship Management

Serve as the primary point of contact for clients, building strong relationships and understanding their insurance needs.

Conduct regular policy reviews with clients to ensure coverage adequacy and identify potential cross-selling opportunities.

Address client inquiries, concerns, and claims promptly and professionally.

Policy Management

Utilize the EPIC insurance management system to manage and maintain accurate client records, policies, and endorsements.

Process new policy applications, endorsements, and renewals efficiently.

Work closely with underwriters to negotiate terms and conditions for new policies or renewals.

Monitor policy expiration dates and initiate renewal procedures in a timely manner.

Sales and Cross-Selling

Identify opportunities to upsell or cross-sell additional insurance products based on the client's needs and risk exposure.

Collaborate with the sales team to expand the client base and achieve revenue targets.

Compliance and Documentation

Ensure adherence to all relevant insurance regulations, guidelines, and company policies.

Maintain accurate and organized documentation for all client interactions, transactions, and communications.

Risk Assessment and Analysis

Conduct thorough risk assessments to determine appropriate coverage for clients.

Analyze insurance policies and endorsements to ensure they align with client requirements.

EPIC System Utilization

Demonstrate proficiency in using the EPIC insurance management system to streamline workflows and optimize client service delivery.

Stay updated on new features and functionalities of the system and actively seek to enhance productivity.

Team Collaboration

Collaborate with other departments, such as claims, underwriting, and finance, to resolve client-related issues and improve overall service efficiency.

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 in the insurance industry.

Proficiency in using EPIC or other insurance management systems.

In-depth knowledge of personal lines insurance products, policies, and regulations.

Strong customer service skills with the ability to communicate effectively and professionally.

Excellent organizational skills with high attention to detail.

Ability to analyze insurance policies and assess risk adequately.

A proactive approach to problem-solving and a customer-focused mindset.

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

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Click our Jobot logo and follow our LinkedIn page!