Personal Insurance Account Manager - Remote
$60,000 - $85,000 per year
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Posted 3 days ago
SENIORITY
Senior
SALARY
$60,000 - $85,000 per year
About the role
- Act as the primary point of contact for personal lines clients, fostering strong relationships.
- Understand client needs and provide customized insurance solutions.
- Review and analyze client insurance policies, ensuring they are comprehensive and current.
- Assist clients with policy renewals, modifications, and claims processing.
- Conduct thorough risk assessments for clients, recommending suitable coverage options.
- Work with underwriters to secure competitive rates and optimal coverage.
- Maintain accurate records of client interactions, policy details, and communications in the agency management system.
- Prepare and present insurance proposals and renewal documents to clients.
- Collaborate with sales and service teams to identify opportunities for cross-selling and new business.
- Support and mentor junior staff when necessary.
- Stay informed about trends, regulations, and changes in personal insurance products.
- Participate in professional development opportunities and industry conferences.
- Bachelor's degree in Business, Finance, or a related field (preferred).
- Valid insurance license (Property & Casualty).
- 2+ years of experience in personal lines insurance, with a focus on account management.
- Strong knowledge of personal insurance products (auto, home, renters, etc.).
- Excellent communication and interpersonal skills.
- Proficiency in insurance software and Microsoft Office Suite.
- Competitive salary - $60-85k
- Comprehensive health, dental, and vision insurance.
- Retirement plan with employer contributions.
- Opportunities for professional growth and development.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.