Personal Insurance Account Manager

Job Description

Personal Lines Account Manager

Job Summary

Seeking a dedicated and service-oriented Personal Lines Account Manager to join a growing independent insurance agency. This role is responsible for managing personal lines accounts, supporting clients throughout the policy lifecycle, and contributing to a collaborative team environment.

The ideal candidate is organized, adaptable, and committed to providing responsive and professional client service.

Responsibilities

• Manage a book of personal lines business, including quoting new and renewal policies.
• Provide responsive client service by addressing questions, processing requests, and resolving issues.
• Handle policy changes, endorsements, renewals, and other account servicing needs.
• Review coverage options and assist clients with understanding available insurance solutions.
• Maintain accurate account records and documentation within agency management software.
• Communicate with insurance carriers regarding policy servicing, underwriting requirements, and coverage needs.
• Collaborate with team members to support efficient and consistent account management.
• Build and maintain positive client relationships through proactive communication and follow-up.
  
  

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Prior personal lines insurance experience preferred.
• Candidates with less experience may be considered based on relevant skills and demonstrated potential.
• Familiarity with Applied EPIC preferred but not required.
• Strong interpersonal and communication skills.
• Excellent attention to detail and organizational abilities.
• Adaptable, team-oriented, and proactive in resolving client needs.
• Ability to manage multiple priorities in a fast-paced environment.
  
  

Compensation Package

• Salary: $40,000 - $80,000, depending on experience.
• Employer-paid employee health insurance.
• Dental, vision, and life insurance.
• Paid time off and paid holidays.
• Additional employee incentives and team events may be available.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.