Job Description

Job Description

Job Description

About Us 

Benefit Quest is an Independent Insurance Agency providing a full range of Personal & Commercial Insurance Products: Payroll, PEO, Employee Benefits, Insurance, Risk Management, 401k, and Financial Services.  

Position Overview

Benefit Quest is seeking a dynamic and experienced “Account Manager” to join our growing team. Will be responsible for building and maintaining strong relationships with clients, providing guidance on personal lines insurance offerings, and ensuring the delivery of exceptional service. This role requires a strong understanding of the Personal Lines market, excellent communication skills, and a passion for delivering value to clients. The Account Manager will collaborate with internal teams and external partners to develop and implement effective strategies that enhance the overall experience for our clients.

Personal Lines Account Manager – Key Responsibilities

We are seeking a highly organized, client-focused Personal Lines Account Manager to oversee and service a growing book of personal lines insurance business. This role requires a proactive, detail-oriented professional with experience in home, auto, umbrella, and other personal lines products. Key responsibilities include:

• Account Management: Manage a personal lines book of business, including policy renewals, endorsements, cancellations, and daily servicing tasks to ensure accuracy and client satisfaction.
• Independence: Ability to work independently and efficiently in a fully remote environment while also collaborating effectively as part of a remote team.
• Client Service & Retention: Provide timely, professional support to clients for inquiries, coverage questions, claims assistance, and policy changes. Conduct annual reviews and maintain strong, ongoing relationships.
• Quoting & Marketing: Handle new business and renewal quoting using carrier websites, PL rater, and AMS360. Prepare and submit applications, use Replacement Cost Estimators (RCEs), and ensure accurate quote presentation and documentation.
• Policy Administration: Maintain accurate policy and client records in AMS360. Process endorsements, cancellations, LPRs, COIs/EPIs, and bind coverage as needed. Monitor carrier downloads and ensure data integrity.
• Reporting & Documentation: Run and maintain renewal reports for personal lines. Track daily downloads and carrier updates, calculate premium changes, and manage follow-ups through suspense activities.
• Carrier & Producer Collaboration: Work closely with our account executives to onboard new clients, quote renewals, and support marketing efforts. Coordinate with carriers for submissions, policy servicing, and issue resolution.
• Compliance & Knowledge: Stay current on industry trends, carrier guidelines, and regulatory changes to ensure clients receive optimal coverage and service.
• Administrative Support: Manage email communication, attach relevant documents in AMS, respond to billing/audit reminders, and assist with strategic department initiatives.

This position requires a strong understanding of personal lines insurance, AMS360 proficiency, and excellent organizational and communication skills.

• Current Property & Casualty License.
• 3-5+ years Property & Casualty Account Management experience.
• Comprehensive knowledge of insurance industry products and offerings.
• Excellent interpersonal skills with the ability to build rapport and trust with clients. 
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational and time management skills. 
• Ability to work independently and as part of a team. 
• Demonstrated self-discipline, accountability, and independence in a remote work environment. 
• Strong computer and technology skills. Proficiency in Microsoft Office Suite.
• Experience with AMS360 is a plus. 

Benefits 

• Competitive salary commensurate with experience. 
• Comprehensive benefits package including health, dental, vision, disability & life insurance. 
• 401(k) retirement plan with company match. 
• Opportunities for professional development and career advancement. 

We are an equal opportunity employer committed to creating a diverse and inclusive workplace where all employees can thrive. 

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