Personal Lines CSA

Commercial and Personal Lines Account Manager Job Summary Seeking a dedicated and detail-oriented Commercial and Personal Lines Account Manager to join a growing team. This role is pivotal in ensuring the seamless management of client accounts, providing exceptional service, and supporting the producers in delivering tailored insurance solutions. With a strong emphasis on teamwork, flexibility, and a people-first culture, this position offers an excellent opportunity to thrive in a supportive and dynamic environment.

Compensation Package

• Salary: Competitive, based on experience.
• Profit Sharing: 10% of salary.
• PTO: Up to 4 weeks, based on experience.
• Bonuses: Annual Christmas bonus and performance-based rewards.
• Work Hours: 35 hours per week (paid lunch included).
• Work Environment: Onsite with potential for limited hybrid flexibility.

Responsibilities Commercial Lines:

• Organize and shop pricing for CSAs to ensure competitive quotes.
• Negotiate with underwriters for optimal pricing and coverage.
• Manage coverage changes and ensure policies are ready for producers to present to clients.
• Handle a book of business with premiums ranging from $300 to $240,000.

Personal Lines

• Provide accurate quotes by inputting data into carrier websites.
• Format summaries, draft renewal letters, and update coverage details.
• Assist with claims and manage house accounts.
• Handle a book of business with premiums ranging from $200 to $12,000.

General

• Collaborate with producers and CSAs to ensure client satisfaction.
• Maintain a high retention rate (97% for Commercial Lines).
• Utilize AMS 360 for account management.
• Participate in team-building activities and contribute to a positive workplace culture.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.

• Experience:

• 3-5 years preferred, but open to candidates with varying levels of experience.

• Candidates with strong energy and a willingness to learn are encouraged to apply.

• Technical Skills: Proficiency in AMS 360 and familiarity with top carriers such as Westfield, Auto-Owners, Hanover, Liberty Mutual/Safeco, and Progressive.