Personal Lines Account Manager

Position Title: Personal Lines Account Manager Classification: Non-Exempt (hourly), with transition to Exempt (salaried) after 6 months Reports To: Personal Lines Team Lead Hours: Full Time Location: Salt Lake Office Compensation: $29–$34 an hour ($60,000–$70,000 annually, depending on experience)

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Position Overview We are seeking a dynamic and client-focused Account Manager to join our Personal Lines Department. In this role, you will manage a book of personal lines clients, providing exceptional service and tailored insurance solutions while ensuring client satisfaction, retention, and growth.

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Essential Duties and Responsibilities:

• Maintain a book of accounts including; house, surplus lines and High Net Worth accounts.
• Be educated with regard to various lines of coverage and be able to review potential exposures that can be addressed through risk transfer
• Conduct periodic coverage and risk reviews to ensure the adequacy of the client’s coverage. Reviews should include contact and correspondence with client.
• Process changes and renewals through communication with the insured and insurance companies
• Order and remarket renewals, quote and prepare proposals and summaries of insurance
• Submit applications for new business to markets and obtain additional information needed by carriers to provide quotes
• Document all customer interactions and transactions in the agency management system
• Maintain and communicate up‑to‑date knowledge of market conditions, pricing strategies and market/product options
• Provide ongoing service to clients, including but not limited to binders, invoices, endorsements, and certificates
• Review policy documents against information in client management system to ensure accuracy
• Accuracy and attention to detail are required in all matters to minimize the risk of errors and omissions

Qualifications: Education and Experience:

• High School diploma or equivalent required, Bachelor degree preferred
• Experience in personal lines insurance, preferably with larger and more complex clients and risks

Licenses or Certifications:

• Active Utah Personal Lines License
• Insurance designations desired- PLIC, AINS

Required Job Knowledge and Skills:

• Knowledge of insurance coverages and forms including Personal Automobile, Recreational, Inland Marine, Residential Property, Personal Umbrella/Excess Liability, Flood, Earthquake
• Understand the content and structure of the insurance contract
• Excellent communication skills, including listening, speaking, writing, conflict resolution, and negotiation
• Ability to establish and develop strong relationships with clients, carriers, trusted business partners and coworkers
• Good organizational and time management skills
• Proficient in a variety of computer software applications used by the agency, including MS Word, Excel, Outlook and PowerPoint; EPIC; as well as the Internet and Carrier Web Sites

Physical: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.