Senior Personal Lines Account Manager

About the Opportunity

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An established and respected insurance brokerage is seeking an experienced Personal Lines Account Manager to join its growing team. This role is ideal for a client-focused insurance professional who enjoys building relationships, providing exceptional service, and helping clients protect what matters most.

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The successful candidate will be responsible for managing a portfolio of personal insurance clients, handling policy servicing activities, supporting business development efforts, and ensuring clients receive expert guidance and support throughout the policy lifecycle.

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Key Responsibilities

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Client Service & Account Management

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• Deliver exceptional customer service by responding promptly and professionally to client inquiries.
• Manage policy changes, endorsements, renewals, and other servicing requests accurately and efficiently.
• Conduct comprehensive renewal reviews to ensure clients maintain appropriate coverage and competitive pricing.
• Identify opportunities to remarket policies when beneficial to the client.
• Provide clients with clear explanations of coverage options, policy features, and insurance recommendations.
• Maintain strong relationships with insurance carriers, underwriters, and industry partners.
• Support producers and team members with documentation, follow-up activities, and client servicing requirements.
• Report claims on behalf of clients and provide ongoing communication throughout the claims process.
• Maintain accurate client records and documentation in accordance with brokerage standards and regulatory requirements.

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Qualifications

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• RIBO license required.
• CAIB, CIP, or progress toward an industry designation is considered an asset.
• Minimum 5 years of insurance brokerage experience servicing personal lines clients.
• Strong knowledge of personal insurance products, coverages, and market offerings.
• Experience working with brokerage management systems and insurer portals.
• Excellent written and verbal communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to prioritize competing responsibilities in a fast-paced environment.
• Professional, positive, and client-focused approach.
• Self-motivated with the ability to work both independently and collaboratively.

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What This Opportunity Offers

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• Competitive compensation and benefits package.
• Supportive and collaborative team environment.
• Ongoing professional development and continuing education opportunities.
• Long-term career growth within a stable and reputable organization.
• Exposure to a diverse client portfolio and strong insurer relationships.
• Opportunity to work with experienced insurance professionals in a client-focused culture.

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Why Consider This Opportunity?

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This role offers the chance to join a well-established brokerage that values service excellence, teamwork, and professional growth. The successful candidate will enjoy a supportive environment, meaningful client interactions, and the opportunity to build a long-term career with a respected organization in the insurance industry.

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Salary Information

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Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

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Expected salary range: $60,000.00 – $70,000.00 annually.

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