Account Manager - Personal Lines

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This range is provided by Primary Recruiting Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$45,000.00/yr - $75,000.00/yr

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Title
:
Account Manager - Personal Lines

Location
:
Cheshire, CT

Schedule
:
Onsite Monday–Friday, 8:00 AM–5:00 PM

Salary
: $45,000–$75,000 (based on experience)

Bonus
: 5% discretionary bonus

Department
:
Personal Lines

Benefits
:
Comprehensive medical, dental, and vision coverage; 401(k) with company match; paid vacation and holidays

Who We Are

• We are a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We’re Looking For

• The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long‑term goals and growth plans. The Account Manager remains knowledgeable of advances in the insurance business and stays abreast of the types of insurance products available.

A GLIMPSE INTO YOUR DAY

• Serves as the main point of contact for the clients, addressing inquiries, providing guidance on appropriate coverage changes and contractual requirements, and educating clients on policy exclusions and exposures
• Partners in the strategic development of insurance plans tailored to client needs.
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage as appropriate.
• Strategically manages the remarketing of renewals to ensure high account retention rates.
• Oversees the preparation of client proposals, including submissions, loss evaluations, and risk analyses, ensuring timely and accurate quotations and policies. Communicates various billing and invoicing options.
• Prepares comprehensive summaries of insurance and schedules, accurately producing binders, certificates, policies, endorsements, and other related documents to support client needs.
• Assists clients in submitting first reports of claims by obtaining adjusters and/or arranging a visit from a member of the claims team. Facilitates the prompt response from carriers and their staff in order to expedite claim settlements.
• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed. Proactively communicates significant audit discrepancies to clients and determines further action.
• Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity.
• Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services.
• Recommends process improvements as needed.
• Quickly identifies and resolves complex client service issues.
• Performs other projects, duties, and tasks, as assigned.

What Success Looks Like In This Role

• A Property and Casualty License from the state of domicile is required and must be maintained with preference given to individuals who have insurance designations (e.g. AINS, CIC, CPCU, ARM).
• High School Diploma or equivalent. Four‑year degree preferred.
• Minimum 5 years account management experience in the insurance industry with a focus on personal lines of coverage is required.
• Bilingual (Spanish/English) is a plus or a must in some locations.
• Strong analytical and mathematical skills.
• Strong PowerPoint and presentation skills for both in‑person and teleconference/webinar sessions.
• In‑depth understanding of advanced personal lines of coverage with the ability to…