Personal Line Account Manager jobs in United States
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JL Connects ยท 2 hours ago

Personal Line Account Manager

JL Connects is a local independent agency seeking a Personal Lines Account Manager to assist with a growing book of business. The role involves processing endorsements, managing client communications, and maintaining policy details while ensuring client confidentiality and promoting a positive work environment.

Staffing & Recruiting
Hiring Manager
Lynn Prestia
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Responsibilities

Process endorsements, audits, policy changes, and maintains follow-up lists and policy details
Prepare and processes renewal information requests and certificates
Monitor communication with clients to manage or update information, provide quotes, bind coverages, and assist with potential cross-selling opportunities
Maintain client confidentiality, demonstrate integrity and a positive attitude, and help promote an engaging work environment

Qualification

Personal Lines InsuranceProperty & Casualty licenseAMS360Applied EpicClient communicationIntegrityPositive attitude

Required

A few years of Personal Lines Insurance experience
Familiarity with management systems like AMS360 or Applied Epic
Hold an active Property & Casualty license

Benefits

Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Disability Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Flex time

Company

JL Connects

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JL Connects is an experienced search firm specializing in direct-hire placements within the insurance industry.

Funding

Current Stage
Early Stage

Leadership Team

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Joe Prestia
CEO
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Lynn Prestia
President / Partner
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Company data provided by crunchbase