Patrick McNealis Insurance and Financial Group · 22 hours ago
Insurance- Personal Lines Manager
Patrick McNealis Insurance and Financial Group is an expanding agency seeking a top-performing Personal Lines Account Manager to join their award-winning team. The role involves supervising the CSR and AM teams, overseeing performance metrics, and driving process improvements to enhance client satisfaction and operational efficiency.
Auto InsuranceCommercial InsuranceFinancial ServicesInsuranceLife Insurance
Responsibilities
Directly supervise the CSR Team Lead and AM Team Lead
Oversee performance metrics: retention, turnaround time, client satisfaction, error rates
Drive implementation of new initiatives and process improvements
Resolve escalated client issues beyond team leads authority
Develop, track, and report on team performance goals
Build a collaborative, supportive culture across service and sales functions
Qualification
Required
5+/- years of experience in personal lines insurance, ideally in both service and account management
Demonstrated leadership success in managing teams
Ability to balance client service with operational efficiency
Strong decision-making and problem-solving skills
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Evenings Off
Hands on Training
Retirement Plan
Company
Patrick McNealis Insurance and Financial Group
Patrick McNealis Insurance and Financial Group provides home insurance, auto insurance, life insurance, and commercial insurance services.
Funding
Current Stage
Early StageCompany data provided by crunchbase