Personal Lines Account Manager

Personal Lines Account Manager

What’s it like working for Evertree Insurance? Glad you asked! We care about our employees just as much as we care for our clients.

A Personal Lines Account Manager is required to keep up in a fast-paced industry and provide top-notch service to clients, partners, and carriers. Problem-solving skills and critical thinking are a must so that every interaction is pleasant, efficient and ends with the appropriate outcome. If you’re driven, passionate, goal-oriented, and coachable, Evertree is the place for you.

The Day-To-Day:

• Keep up in this fast-paced industry and service insurance policies, while maintaining client relationships
• Balance incoming cases from email, phone calls, and internal requests
• Notate client files effectively from an errors and omissions standpoint so a team member has sufficient information when taking over the file
• Recognize when to properly follow up with clients, carriers, and partners
• Analyze how to handle specific situations to avoid bigger issues
• Knowledge of multiple insurance carrier portals
• Maintain a positive attitude and be a team player

What We’re Looking For:

• Efficiency/organization
• Strong work ethic
• Calm under pressure
• Adaptability/coachability
• Enthusiasm
• Analytical skills
• Strong communication skills
• Tech savvy
• Openness to criticism

The Perks:

• Work from home option after training
• No insurance experience? That’s okay — we’ll help you get licensed!
• Health, dental, vision, disability, and life coverages
• Paid time off
• Paid maternity and paternity leave
• 401(k) with match
• Team building and family-friendly events

Evertree is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.