Your Policy, LLC
Personal Lines Account Manager - Hybrid (Sales)
Manage day-to-day service needs for personal lines clients, including policy changes, endorsements, billing inquiries, and claims support
Evaluate client needs and recommend appropriate insurance solutions tailored to their needs
Build and maintain strong, trust-based relationships with clients through consistent, proactive communication
Maintain accurate and up-to-date client records in the agency management system (e.g., Salesforce)
Stay informed on carrier offerings, underwriting guidelines, industry trends, and compliance requirements
Represent the agency in a professional, knowledgeable, and service-oriented manner
Qualifications:
Education: High school diploma or equivalent required; college degree preferred
Licensing: Active property and casualty required
Experience: Minimum 2 years of experience in personal lines insurance.
Proven track record of meeting or exceeding goals.
Knowledge of common personal insurance products (e.g., home, auto, renters, umbrella)
Bilingual in Spanish a plus, but not required
Skills & Competencies:
Strong interpersonal and communication skills, both verbal and written
Strong analytical and problem-solving abilities
Proven ability to build rapport
Self-motivated, goal-oriented, and able to work independently.
High level of organization and attention to detail
Proficiency in CRM and agency management systems
Preference to work in office, but not mandatory
Benefits:
Competitive base salary plus commission potential
Health, dental, and vision insurance after 30 days of employment
401(k) plan after 500 hours of employment
Paid time off and holidays
Professional development and continuing education opportunities