Personal Lines Account Manager

Location: Summit, NJ
Salary: $75,000.00 USD Annually - $80,000.00 USD Annually
Description: Our client is currently seeking a Personal Lines Account Manager for a full-time position.

Position Overview

We are seeking a Personal Lines Account Manager to serve as a trusted insurance advisor for our affluent clients. This role focuses on developing and maintaining client relationships, conducting account reviews, and implementing cross-selling and upselling strategies.

Primary Responsibilities

Client Management

• Serve as a trusted advisor to clients, providing coverage analysis and carrier recommendations
• Conduct annual account reviews with regular check-ins to discuss exposure changes
• Educate clients about coverage options, exclusions, and potential exposures
• Process client requests accurately and promptly
• Occasional in-person client meetings, usually in-office
• Seek and develop referrals from existing client base

Technical Operations

• Maintain accurate records in EPIC Agency Management System
• Process documentation through carrier websites
• Prepare quotes, proposals, applications, and remarket materials for client presentation
• Generate insurance-related documents including binders, certificates, policies, and ID cards
• Handle agency-billed account invoicing
• Monitor cancellation activities to ensure continuous coverage
• Support claims handling in coordination with Claims Manager

Carrier Relations

• Develop and maintain relationships with major carriers including Chubb, Hanover, Selective, Travelers, AIG, and select E&S markets
• Work in compliance with agency and department guidelines

Required Qualifications

• Active New Jersey Property & Casualty Insurance License
• Proficiency in EPIC Agency Management System and Realtime Rating
• Experience with carrier websites (Chubb, AIG, Hanover, Selective, Travelers, Progressive, Franklin Mutual)
• Competency in Microsoft Office 365 (Word, Excel, Outlook)
• Knowledge of electronic signature platforms (Adobe E-sign or DocuSign)

Preferred Qualifications

Professional Insurance Designations such as CPIA, CISR, ACSR, or AAI

Contact:

This job and many more are available through The Judge Group. Please apply with us today!

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