Impact Performance Team
1 - 10 employees
🤝 B2B
🎯 Recruiter
B2B • Recruitment
Impact Performance Team is a strategic advisory and consulting firm that helps small business owners and agency principals build high-performing teams, increase revenue, and scale their businesses to reach their desired lifestyle. They offer personalized consulting, hands-on implementation, fractional sales and executive leadership, and recruitment and talent-acquisition services to align teams, drive growth, and execute measurable plans.
Personal Lines Account Manager
🕒 May 14
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Impact Performance Team
1 - 10 employees
🤝 B2B
🎯 Recruiter
B2B • Recruitment
Impact Performance Team is a strategic advisory and consulting firm that helps small business owners and agency principals build high-performing teams, increase revenue, and scale their businesses to reach their desired lifestyle. They offer personalized consulting, hands-on implementation, fractional sales and executive leadership, and recruitment and talent-acquisition services to align teams, drive growth, and execute measurable plans.
📋 Description
• Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals • Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail • Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities • Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing • Provide responsive, solution oriented customer support via phone, email, and in person interactions • Maintain accurate documentation within the agency management system and adhere to compliance guidelines • Partner with producers and team members to support client retention, cross sell efforts, and overall client satisfaction
🎯 Requirements
• Minimum 2 years of Personal Insurance Account Management experience required • Must be located in the New England region or within a two-hour commute from Oxford, CT • Strong professionalism and ethical standards • Consistent follow through on deadlines meetings and client commitments • Enjoys helping clients and building lasting relationships • Able to offer creative and innovative solutions • Engaged in civic or professional associations • Strong communicator who understands how to align agency resources with client needs • Detail oriented and accountable • Values community involvement and long term client partnerships
🏖️ Benefits
• Group health coverage • Retirement plan with company match • 401(k) • Dental insurance • Health insurance • Vision insurance • Paid time off
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