Personal Lines Account Manager
Stone Hendricks Group
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Salary
💰 $45,000 - $65,000 per year
About the role
- 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
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 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
Benefits
- Competitive Pay
- Robust benefits package including health insurance, life insurance, 401k, PTO, dental insurance, vision insurance, etc.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
P&C LicensePersonal Lines Account ManagementQuotingMarketingApplied Systems EpicMicrosoft OfficeWordExcel
Soft Skills
Customer ServiceCommunicationOrganizational SkillsAttention to DetailMulti-taskingRelationship Building
Certifications
Insurance Designation