Personal Lines Account Manager
Core
Managing new business client onboarding, processing submissions, and quoting personal lines policies (Auto, Home, Umbrella, Flood) while supporting producers through policy issuance.
Role type
Personal Lines Account Manager (New Business)
Builds
Personal lines insurance policies for individual and family clients
Domain
Insurance / Personal Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Active Property & Casualty (P&C) License, Agency Management Systems (AMS) proficiency, CRM platform proficiency, carrier rating knowledge, policy issuance, underwriting information gathering, compliance adherence
Preferred skills
Personal Lines experience, bilingual English and Spanish fluency, Microsoft Office 365 proficiency
Technologies
NowCerts, InsuredMine, Microsoft Office 365
Responsibilities
Serve as primary point of contact for new Personal Lines clients, conduct coverage reviews to ensure complete asset protection, submit applications to carriers and MGAs, track quotes and issue binders, maintain organized pipeline stages within InsuredMine, enter accurate client information and documentation into NowCerts, communicate directly with insurance carriers to resolve underwriting questions, secure competitive pricing and monitor policies through issuance, proactively contact lost-client lists for cross-sell and upsell opportunities, issue policy endorsements and certificates of insurance, maintain strict compliance with agency procedures and state regulations