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ResponsibilitiesProvide personalized insurance quotes and coverage recommendations.
Convert quotes into bound policies.
Manage and service existing personal lines accounts.
Assist clients with policy changes, billing questions, and claims reporting.
Review policies for accuracy and identify coverage needs.
Explain coverage options and recommendations clearly.
Assist with renewals, account rounding, and client retention.
Document client interactions and account activity in the agency management system.
Build long-term client relationships and provide prompt, professional service.
RequirementsActive Property & Casualty (P&C) insurance license required by start date; unlicensed candidates may be considered with licensing assistance available.
Personal lines insurance experience preferred.
Strong customer service and communication skills.
Excellent organizational skills, attention to detail, and follow-through.
Ability to learn and use agency management systems.
Ability to work independently and collaboratively.
Associate's or Bachelor's degree preferred, or equivalent professional experience.
BenefitsCompetitive base salary plus commission opportunities.
Health, dental, and vision insurance.401(k) with company match.
Paid time off and paid holidays.
Continuing education and licensing reimbursement.
Long-term career growth opportunities.
Supportive, professional team environment.
Now viewing: Personal Lines Account Manager
W
W3Global
Personal Lines Account Manager
Job Description
Personal Lines Account ManagerLocation:
Leland, NCWork Schedule:
Monday-Friday, 8:30 AM-5:00PMWork Arrangement:
In-officeJob SummaryWe are seeking a motivated, customer-focused Personal Lines Account Manager to build client relationships, recommend appropriate insurance coverage, and manage personal lines accounts. The ideal candidate is organized, dependable, detail-oriented, and committed to delivering excellent customer service.ResponsibilitiesProvide personalized insurance quotes and coverage recommendations.
Convert quotes into bound policies.
Manage and service existing personal lines accounts.
Assist clients with policy changes, billing questions, and claims reporting.
Review policies for accuracy and identify coverage needs.
Explain coverage options and recommendations clearly.
Assist with renewals, account rounding, and client retention.
Document client interactions and account activity in the agency management system.
Build long-term client relationships and provide prompt, professional service.
RequirementsActive Property & Casualty (P&C) insurance license required by start date; unlicensed candidates may be considered with licensing assistance available.
Personal lines insurance experience preferred.
Strong customer service and communication skills.
Excellent organizational skills, attention to detail, and follow-through.
Ability to learn and use agency management systems.
Ability to work independently and collaboratively.
Associate's or Bachelor's degree preferred, or equivalent professional experience.
BenefitsCompetitive base salary plus commission opportunities.
Health, dental, and vision insurance.401(k) with company match.
Paid time off and paid holidays.
Continuing education and licensing reimbursement.
Long-term career growth opportunities.
Supportive, professional team environment.
Benefits
- Paid Time Off (PTO)
- 401(k) Plans
- Professional Development
- Health Insurance
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