Remote Personal Account Manager

Overview

As a Personal Account Manager, you’ll be the trusted go-to for individuals and families who rely on us to protect what matters most, providing ongoing service, renewal, and relationship management for personal insurance clients.

In Short

• Provide empathetic support to personal insurance clients.
• Process service requests like endorsements and cancellations.
• Maintain accurate records in the agency management system.
• Review renewals and communicate proactively with clients.
• Run comparative quotes and assist with policy bundling.
• Act as the main point of contact for assigned clients.
• Collaborate with team members and producers.
• Ensure client satisfaction and retention.
• Work within carrier portals and underwriting platforms.
• Contribute to team goals and culture.

Requirements

• Experience in personal lines insurance servicing.
• Familiarity with coastal risks and underwriting guidelines.
• Active Property & Casualty license.
• Proficiency with agency management systems.
• Strong communication and organizational skills.
• Ability to work independently and collaboratively.
• Attention to detail and commitment to client satisfaction.

Benefits

• Competitive salary based on experience.
• Optional new sales commission opportunity.
• Quarterly bonus opportunities.
• Medical, Dental, and Vision Insurance.
• 401(k) with employer matching.
• Paid Time Off and Paid Holidays.
• Opportunities for training and career advancement.