Copy of Personal Lines Insurance Account Manager (exempt position)
Personal Lines Insurance Account Manager Panorama Insurance Associates is a fast-growing, innovative company committed to growth and providing opportunity for both employees and affiliates. The Personal Lines Insurance Account Manager will manage client accounts, build relationships, support business growth, promote insurance products, quote clients, and ensure accurate data entry—all while upholding our core values, and covering you from every angle.Responsibilities: Manage accounts, coordinate services, and maintain relationships with clients, agents, and carriersAct as primary contact, ensuring coverage and cost solutions align with client needsNegotiate coverage for new and renewal business, prepare and submit documents to carriersPresent proposals, bind coverage, handle invoicing, endorsements, and cancellationsIssue insurance certificates and maintain confidentialityUpdate accounts/policies in Agency Management System and manage suspense accountsStay current on licensing, industry updates, and product knowledgeRepresent the company professionally and balance collaboration with autonomyAdditional duties, as assignedQualifications: 5+ years Insurance Personal Lines Insurance Account Management experienceHigh school diploma (or equivalent) requiredComputer skills including Microsoft Office Suite and agency management system experience (Applied EPIC, preferred)Applicable state required Property & Casualty LicenseCISR preferredBachelor's degree is preferred but not requiredPersonal Lines Insurance Account Manager Benefits: Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employerDental: PPO plans with an option for no employee premium costVision: PPO plan with no employee costFSA Account: Available for Medical and Dependent CareHSA Account: Panorama contributes $1000 annually to qualified accountsCommuter Benefits: Up to $600 per month contributionLong-Term & Short-Term Disability: At no cost to the employeeLife and AD&D: At no cost to the employee and Voluntary Life is also availableSupplemental Plans: Offering a Critical illness and Hospital Indemnity PlanIdentity Theft: Provided at no cost for employee coverageEAP: At no cost to anyone in the household401k: With a match of 100% up to 5% of your earningsPTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTOPaid Holidays: 12 paid holidays annuallyFlexible Work Options: Remote, hybrid and in-office optionsProfessional Development, licensing/accreditation, and growth plansPanorama is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Panorama will take steps to ensure that people with disabilities are provided with reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position and/or to receive all other benefits and privileges of employment, please contact us.