Benefit Quest, Inc. ยท 2 months ago
Personal Lines Insurance Account Manager
United States
Full-time
Remote
Mid, Senior Level
3+ years expBenefit Quest, Inc. is an Independent Insurance Agency providing a full range of Personal & Commercial Insurance Products. The Personal Lines Insurance Account Manager will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service.
Insurance
Responsibilities
Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction
Ability to work independently and efficiently in a fully remote environment while also collaborating effectively as part of a remote team
Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships
Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation
Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity
Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow-ups through suspense activities
Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution
Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service
Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives
Qualification
Required
Current Property & Casualty License
3-5+ years Property & Casualty Account Management experience
Excellent verbal and written communication skills to build rapport and trust with clients
Detail-oriented with strong organizational and time management skills
Ability to work independently and as part of a team in a remote work environment
Strong computer and technology skills. Proficiency in Microsoft Office Suite
Experience with AMS360
Benefits
401(k) matching
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
Opportunity for advancement
Benefits package including health, dental, vision, disability, life insurance, and 401(k) retirement plan with company match
Opportunities for professional development and career advancement
Company
Benefit Quest, Inc.
Providers of Insurance and Employee Benefit Programs for corporations and professionals.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase