We are seeking an experienced and motivated Office & Personal Lines Manager to lead daily agency operations while managing and growing our Personal Lines book of business. This is a key leadership position that combines sales, customer service, and office management responsibilities.
The ideal candidate is a licensed insurance professional who thrives in a collaborative, fast-paced environment and enjoys taking ownership of both client relationships and agency operations.
Personal Lines Sales
- Quote, present, and close new business opportunities across Homeowners, Auto, Umbrella, and related Personal Lines products.
- Identify client needs and recommend appropriate coverage solutions.
Quoting & Policy Processing
- Prepare accurate quotes using carrier portals and comparative rating systems.
Process applications, bind coverage, and ensure compliance with carrier underwriting guidelines. - Maintain complete and accurate policy documentation.
Client Service & Account Management
- Handle policy changes, endorsements, billing inquiries, cancellations, reinstatements, and other service requests.
- Deliver exceptional customer service and timely follow-up.
- Conduct policy reviews to improve retention and uncover cross-selling opportunities.
Office Management
- Oversee daily office workflow and administrative operations.
- Maintain agency procedures and ensure efficient office organization.
- Provide operational support to the agency owner and assist with agency growth initiatives.
Carrier & Vendor Relations
- Coordinate underwriting requirements, policy issues, and service-related matters.
- Maintain strong carrier relationships and stay informed on product and underwriting changes.
Compliance & Documentation
- Ensure all client files and agency records are properly documented within the agency management system.
- Maintain compliance with agency procedures, carrier requirements, and regulatory standards.