Personal Lines Account Manager

📌 Core Information

🔹 Job Title: Personal Lines Account Manager

🔹 Company: King Risk Partners, LLC

🔹 Location: Monmouth Junction, New Jersey, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 2, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing a diverse portfolio of insurance products and services.
• Providing tailored solutions to meet customer needs effectively.
• Ensuring high levels of client satisfaction and retention.
• Supporting and enhancing team operations through collaboration.

ASSUMPTION: The hybrid work arrangement implies flexibility in managing both client interactions and personal responsibilities, suggesting a balanced work-life environment.

📋 Key Responsibilities

✅ Manage a book of insurance business to ensure client satisfaction.

✅ Use experience, discretion, and independent judgment to provide customized solutions.

✅ Collect and analyze client information to offer appropriate insurance products.

✅ Regularly interact with clients to address inquiries and provide timely updates.

✅ Assist Producers in managing new and existing client accounts as needed.

✅ Achieve established sales and client retention goals.

✅ Provide marketing expertise to expand business reach.

✅ Engage in networking opportunities to enhance client base.

✅ Perform all other duties as assigned by the management.

ASSUMPTION: Responsibilities suggest a proactive approach to client management, requiring adaptability and continuous learning in evolving insurance markets.

🎯 Required Qualifications

Education: College degree or equivalent experience preferred

Experience: 2-5 years of personal lines insurance agency/brokerage experience

Required Skills:

• Strong oral and written communication skills
• Strong presentation skills
• Strong negotiation skills
• Strong organizational skills

Preferred Skills:

• Cross-selling and upselling experience
• Insurance sales experience

ASSUMPTION: Candidates with a college degree may have an edge, but equivalent professional experience is recognized valuably.

💰 Compensation & Benefits

Salary Range: Not specified

Benefits:

• Medical, dental, and vision insurance
• 401(k) with employer match
• Short-term and long-term disability (employer-paid)
• Life insurance and Employee Assistance Program
• Generous PTO policy and tuition reimbursement
• Employee referral program and growth opportunities

Working Hours: 40 hours a week, Monday to Friday

ASSUMPTION: Compensation may align with industry standards for similar positions in the region.

📌 Applicant Insights

🔍 Company Context

Industry: Insurance, with expertise in various insurance products and financial services

Company Size: Medium-sized (201-500 employees), providing personalized work experiences while offering robust resource networks

Founded: 1974, with steady growth leading to a Top 100 U.S. insurance broker ranking

Company Description:

• Client-focused growth strategy with a presence across the east coast
• Strong emphasis on team collaboration and professional development
• Commitment to work-life balance through flexible work arrangements

Company Specialties:

• Home, Auto, and Business Insurance
• Life and Health Insurance products
• Comprehensive Financial Services

Company Website: www.king-insurance.com

ASSUMPTION: The company's growth and ranking indicate strong performance and competitive positioning within the industry.

📊 Role Analysis

Career Level: Mid-level, providing visibility into higher management and growth potential

Reporting Structure: Likely reporting to senior management or department heads

Work Arrangement: Combines office and remote work elements, requiring self-management skills

Growth Opportunities:

• Promotion opportunities within the company due to growth trajectory
• Potential to expand professional expertise in various insurance domains
• Inclusion in networking events and industry forums to increase visibility

ASSUMPTION: Company's expansion efforts promise career advancement and diversification of skills.

🌍 Location & Work Environment

Office Type: Collaborative environment emphasizing team synergy

Office Location(s): Monmouth Junction, NJ with potential remote aspects

Geographic Context:

• Located within a strategic economic corridor in New Jersey
• Accessible commuting options and facilities nearby
• Proximity to major metropolitan areas enhancing networking opportunities

Work Schedule: Monday to Friday, incorporating hybrid flexibility

ASSUMPTION: The location supports both professional and personal lifestyle balance, highlighted by flexible arrangements.

💼 Interview & Application Insights

Typical Process:

• Submit online application through the company's career portal
• Initial phone screening with HR
• In-person or video interviews with hiring managers

Key Assessment Areas:

• Experience in personal lines insurance management
• Client relationship management skills
• Adaptability to hybrid work environments

Application Tips:

• Highlight relevant insurance industry experience
• Demonstrate strong organizational and communication skills
• Prepare for scenario-based questions reflecting client interactions

ATS Keywords: Insurance management, client solutions, personal lines, hybrid work

ASSUMPTION: The process focuses on identifying candidates who can thrive in dynamic and client-centric settings.

🛠️ Tools & Technologies

• Insurance management software
• Customer Relationship Management (CRM) systems
• Standard office productivity software

ASSUMPTION: Familiarity with industry-specific software will facilitate smooth onboarding and performance.

👔 Cultural Fit Considerations

Company Values:

• Collegiality and collaboration among team members
• Respect for individual work-life balance
• Commitment to professional development and growth

Work Style:

• Proactive and client-focused approach
• Flexibility in adapting to hybrid work setups
• Collaborative mindset with a willingness to support and learn

Self-Assessment Questions:

• Do you have the ability to manage client portfolios effectively?
• Can you adapt to hybrid working conditions?
• How do you approach networking and building client relationships?

ASSUMPTION: Emphasizing teamwork and respect for personal time aligns with prospective candidates who value balance.

⚠️ Potential Challenges

• Maintaining client satisfaction while balancing multiple accounts
• Adapting to hybrid work model requirements
• Meeting sales goals consistently
• Staying updated with insurance industry changes

ASSUMPTION: Challenges in this role are typical of fast-paced industry environments, necessitating efficiency and innovation.

📈 Similar Roles Comparison

• Similar roles emphasize client relationship management and sales targets
• Industry-specific tools proficiency is valued across the board
• Opportunities for professional growth in dynamic brokerage environments

ASSUMPTION: Comparing roles within the industry helps candidates understand varying expectations and opportunities.

📝 Sample Projects

• Developing customized insurance solutions for diverse client needs
• Implementing marketing campaigns to enhance policy sales
• Participating in team workshops to improve service delivery models

ASSUMPTION: Sample projects reflect key responsibilities and provide insight into the candidate's potential contributions.

❓ Key Questions to Ask During Interview

• What are the primary performance metrics for this role?
• How does the company support professional development and growth?
• Can you provide examples of successful team collaboration here?
• What challenges might the hybrid work model present, and how does the team address them?
• How does the company stay ahead of changes in the insurance industry?

ASSUMPTION: Questions focus on understanding the role, growth potential, and workplace culture.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare a cover letter highlighting your experience in personal lines insurance
• Ensure your resume reflects relevant skills and accomplishments
• Be ready to discuss your approach to managing diverse client portfolios
• Follow up with HR if you have not heard back within two weeks

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.