Personal Lines Account Manager, Property & Casualty
Overview
You own client retention for our Personal Lines Department at an independent agency. You manage a book of business with P&C expertise, ensuring every policy is serviced with precision. You work alongside the Agency Principal, Producers, and Team Members, coordinating renewals, binders, and certificates. You control the client experience from first contact to annual review, turning service into loyalty. This role puts you at the center of our operations, with direct impact on revenue and reputation.
What You'll Do7
- 1Bind coverage for new clients, issuing policies, certificates, and binders within 24 hours of binding instructions.
- 2Prepare account renewal submissions for marketing, comparing 5+ carriers to present competitive options to clients.
- 3Build long-term client relationships through proactive check-ins and annual policy reviews, achieving 90%+ retention.
- 4Collaborate with the Agency Principal and Producers to onboard new business, clarifying coverage needs and documenting account details.
- 5Manage a 200+ account book, prioritizing urgent requests and balancing multiple tasks with minimal supervision.
- 6Input and maintain client data in Applied Epic, ensuring accuracy and accessibility for the team.
- 7Issue certificates and endorsements on request, verifying coverage and limits before release.
Requirements9
- 12+ years as a Personal Lines Account Manager, servicing and quoting with multiple carriers and wholesalers.
- 2Active P&C License in Oregon.
- 3Experience at an independent insurance agency.
- 4Working knowledge of Applied Epic management system.
- 5Proficient in Microsoft Office, especially Word and Excel.
- 6Effective verbal and written communication skills.
- 7Proven multitasking abilities and minimal supervision.
- 8Insurance designation preferred (e.g., CIC, CPCU).
- 9Strong organizational skills with attention to detail.
Salary Insight
$62 - $83k per year
Location
Required Skills
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