Job Description
Job DescriptionBenefits:
- Retirement plan
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
About Us
We’re a collaborative, client-focused insurance agency that values strong relationships, attention to detail, and a positive work environment. Our Personal Lines Team is growing, and we’re looking for an experienced Insurance Account Manager to join us.
Position Overview
We are seeking a detail-oriented and highly organized individual to join our Personal Lines Team. You’ll work closely with agents and staff to support quoting, processing, and servicing personal lines accounts. This is a customer service-focused role that requires strong communication skills, multitasking ability, and a proactive mindset.
Responsibilities
- Enter client information into AMS360 accurately and efficiently
- Manage client communications and maintain strong relationships
- Perform personal lines quoting and processing
- Assist agents with marketing and re-marketing efforts
- Communicate professionally with clients via phone, email, mail, and in person
- Process policy changes, binders, and replacement cost estimators
- Answer billing questions and explain premiums and policies
- Organize and track quoting processes and follow-ups
- Support administrative tasks and team operations as needed
Qualifications
- Preferred: Active Property & Casualty (P&C) license
- Required: 1+ years of experience in personal lines insurance
- Proficiency in AMS360 or similar insurance management systems is a plus
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to work independently and as part of a team
- Customer service mindset and professional demeanor
Skills
- Microsoft Office Suite proficiency
- Experience with office equipment (printers, fax machines, etc.)
- Professional attitude and appearance
- Resourceful and proactive problem-solving
- Multitasking and time-management skills, with the ability to prioritize tasks
What We Offer
- Supportive and team-oriented culture
- Opportunities for professional development
- A chance to make a meaningful impact in the lives of our clients