What are the responsibilities and job description for the Personal Line Account Manager position at Summit Bridge Partners?
Personal Lines Account Executive
We are looking for an experienced and driven Personal Lines Account Executive to join our team. In this role, you will be responsible for managing a portfolio of personal lines clients, providing exceptional service, and fostering long-term relationships. You’ll work closely with clients to assess their insurance needs, provide policy recommendations, and ensure they are adequately protected. This is an excellent opportunity to contribute to our growing team and make a meaningful impact on our clients’ lives.
Key Responsibilities
- Manage and service a portfolio of personal lines clients, ensuring their insurance needs are met.
- Build and maintain strong client relationships through regular communication and proactive engagement.
- Conduct policy reviews, provide coverage recommendations, and assist clients with renewals and changes.
- Respond to client inquiries, address coverage questions, and resolve any issues promptly.
- Cross-sell and upsell additional products and coverages as appropriate.
- Collaborate with underwriters and carriers to secure optimal coverage and pricing for clients.
- Stay informed on industry trends, regulations, and product changes.
Qualifications and Experience
- Bachelor’s degree in a related field or equivalent experience.
- Minimum of 3 years of experience in personal lines insurance, preferably in an account management or executive role.
- Strong knowledge of personal lines insurance products and coverage options.
- Proven track record of excellent client service and relationship management skills.
- Effective communication, negotiation, and problem-solving abilities.
- Insurance licensure (Property & Casualty) required.
Compensation and Benefits
- Salary up to $80,000 per year, based on experience.
- Comprehensive benefits package, including health, dental, and vision insurance.
- 401(k) with company match.
- Paid time off and flexible working hours.
- Opportunities for professional development and growth within the company.
Salary : $80,000
