Personal Lines Account Manager

About the position

This is a full-time, direct placement role at Brooks Todd & McNeil Insurance. We are seeking a detail-oriented and customer-focused Personal Lines Account Manager to manage an assigned book of business within our existing customer base.

Responsibilities

• Review new business policies to ensure coverage matches the quoted terms and provide a warm welcome to new clients.
• Process annual renewals, endorsements, reinstatements, and cancellations.
• Handle daily customer service inquiries, including billing questions, mortgage updates, vehicle changes, and coverage inquiries.
• Serve as a liaison between clients and carriers, ensuring seamless communication and understanding of insurance needs.
• Utilize various carrier websites to efficiently manage policies and provide accurate information to clients.
• Write new business policies for umbrella insurance, watercraft, and antique vehicles.
• Collaborate closely with the Personal Lines remarketing team to facilitate account transfers to new carriers when necessary.
• Work alongside Personal Lines producers to support business growth and client retention.

Requirements

• Must hold a current Property & Casualty (P&C) license and comply with continuing education requirements set by the Connecticut Insurance Department.
• Commitment to professional development, with agency-sponsored continuing education opportunities.
• Professional designations are a plus.
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with internal management systems is a plus.
• Excellent customer service background with the ability to thrive in a team-oriented environment.

Nice-to-haves

• Professional designations are a plus.
• Experience with internal management systems is a plus.

Benefits

• Health benefits, including medical, dental, and vision coverage.
• 401(k) retirement plan with company match.
• Paid continuing education courses (as required for P&C license maintenance).
• Paid time off (PTO), including vacation, sick leave, and holidays.
• Ongoing training and professional development opportunities.
• Supportive and collaborative team environment with a well-established agency.