Personal Lines Account Manager

We're looking for a passionate Property & Casualty licensed Account Manager to join our team.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 relationshipsQuoting and issuing all personal lines policiesBalance incoming cases from email, phone calls, and internal requestsNotate client files effectively from an errors and omissions standpoint so a team member has sufficient information when taking over the fileRecognize when to properly follow up with clients, carriers, and partnersAnalyze how to handle specific situations to avoid bigger issuesKnowledge of multiple insurance carrier portalsMaintain a positive attitude and be a team playerWhat We're Looking For:More than 3 years of personal lines experience acquired through working at an independent agency or brokerageExperience working with epic insurance software, EZLynz or a comparative raterEfficiencyorganizationStrong work ethicCalm under pressureAdaptabilitycoachabilityEnthusiasmAnalytical skillsStrong communication skillsTech savvyOpenness to criticismThe Perks:FlexHybrid scheduleHealth, dental, vision, disability, and life coveragesPaid time offPaid maternity and paternity leave401(k) with matchTeam building and family-friendly eventsSupplemental Pay:Additional commission opportunitiesLicenseCertification:Property & Casualty License (Required)The Company:Evertree is a rapidly growing, independent insurance brokerage in the personal and commercial lines space that provides customized solutions to its producers and clients. Founded in 2022, Evertree is a team of industry experts and innovative thinkers who are determined to improve how insurance is sold and serviced while creating high-paying jobs and positively impacting the communities we serve. Evertree has over 200+ employees and operates across all 50 states.At Evertree, we double down on the human; talent is core. Our industry-leading talent fuels our business to foster engagement, efficiency, and community-centric best practice. We are naturally innovative and genuine, have integrity and grit, embrace diversity, and value community.Evertree's leadership team has 100+ years of experience across the insurance and financial services sectors. Evertree is backed by Integrum Holdings, one of the insurance industry's most prominent private equity firms focused on partnering with technology-enabled services companies. Our partners pull seasoned success to drive edge cutting-edge operational growth strategies through vision and investment that will revolutionize the insurance industry.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.

Created: 2025-02-24