PL CSR​/PLAM

Position: PL CSR / PLAM Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This role is pivotal in managing a book of business, providing exceptional service to clients, and ensuring the seamless handling of small to mid-market accounts. The ideal candidate will bring a proactive attitude, a commitment to integrity, and a passion for learning. This is a hybrid position, offering a balance of in-office and remote work. Compensation Package • Salary: $50,000 - $65,000 annually, based on experience. • 401(k): 3-5% employer match. • Benefits: Comprehensive package including medical, dental, long-term disability (LTD), short-term disability (STD), and a Health Savings Account (HSA) with a $5,000 deductible (50% covered by the company). • Paid Time Off (PTO): Approximately 15 days, plus holidays. Responsibilities • Manage an assigned book of business, focusing on small to mid-market accounts. • Handle both new and renewal business, including quoting and policy management. • Build and maintain strong relationships with clients, ensuring their insurance needs are met with professionalism and care. • Collaborate with team members in a flexible and supportive environment. • Utilize Applied Systems software to manage accounts and ensure accuracy in all documentation. Qualifications/Requirements • Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are a plus. • Experience: Minimum of 1 year in a similar role within an independent insurance agency. • Technical Skills: Proficiency in Applied Systems software is preferred. • Soft Skills: Strong integrity, eagerness to learn, and a collaborative mindset are essential. • Work Environment: Hybrid schedule (Monday, Wednesday, Friday in-office; Tuesday and Thursday remote). #LI-ME1