What are the responsibilities and job description for the Personal Lines Account Manager position at Abstrakt Marketing Group LLC?
This is a full-time, direct placement role at Brooks Todd & McNeil Insurance.
We are seeking a detail-oriented and customer-focused Personal Lines Account Manager to manage an assigned book of business within our existing customer base.
Key Responsibilities:
- Review new business policies to ensure coverage matches the quoted terms and provide a warm welcome to new clients.
- Process annual renewals, endorsements, reinstatements, and cancellations.
- Handle daily customer service inquiries, including billing questions, mortgage updates, vehicle changes, and coverage inquiries.
- Serve as a liaison between clients and carriers, ensuring seamless communication and understanding of insurance needs.
- Utilize various carrier websites to efficiently manage policies and provide accurate information to clients.
- Write new business policies for umbrella insurance, watercraft, and antique vehicles.
- Collaborate closely with the Personal Lines remarketing team to facilitate account transfers to new carriers when necessary.
- Work alongside Personal Lines producers to support business growth and client retention.
Benefits & Compensation: Brooks, Todd & McNeil Insurance offers a competitive compensation structure, including base salary plus commission. Additionally, we provide a comprehensive benefits package, featuring: • Health benefits, including medical, dental, and vision coverage. • 401(k) retirement plan with company match. • Paid continuing education courses (as required for P&C license maintenance). • Paid time off (PTO), including vacation, sick leave, and holidays. • Ongoing training and professional development opportunities. • Supportive and collaborative team environment with a well-established agency.
Requirements:- Must hold a current Property & Casualty (P&C) license and comply with continuing education requirements set by the Connecticut Insurance Department.
- Commitment to professional development, with agency-sponsored continuing education opportunities.
- Professional designations are a plus.
- Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with internal management systems is a plus.
- Excellent customer service background with the ability to thrive in a team-oriented environment.
