Personal Lines Account Manager

Personal Lines Account Manager

Detail-oriented and customer-focused position. This role is responsible for managing and servicing a book of personal lines insurance accounts, ensuring client satisfaction, retention, and growth. Strong communication skills, a deep understanding of personal insurance products, and a commitment to delivering exceptional service required.

Key Responsibilities:

• Manage a portfolio of personal lines clients, including homeowners, auto, renters, umbrella, and other personal insurance policies.

• Provide day-to-day service to clients, including policy changes, coverage questions, billing inquiries, and claims support.

• Review renewals and proactively recommend coverage enhancements or changes to ensure clients are always well-protected.

• Quote and bind new business, endorsements, and renewals using carrier systems and comparative raters.

• Maintain accurate and up-to-date client records in our agency management system.

• Foster strong relationships with clients, carriers, and internal team members.

• Ensure compliance with agency procedures and insurance regulations.

• Assist with cross-selling and upselling opportunities to meet agency growth goals.

Qualifications:

• High school diploma or equivalent (associate or bachelor’s degree preferred).

• Previous experience in an insurance agency, specifically in personal lines

• Active Property & Casualty Insurance License (or willingness to obtain within 90 days).

• Strong organizational and time management skills.

• Excellent verbal and written communication abilities.

• Proficiency in Microsoft Office and familiarity with agency management systems (e.g., AMS360) is preferred.

• Ability to work independently and as part of a team in a fast-paced environment.

Benefits:

• Competitive salary and performance bonuses

• Comprehensive health, dental, and vision insurance

• Paid time off and holidays

• Support for professional development and licensing

• Friendly and supportive work environment

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