What are the responsibilities and job description for the Account Manager-Personal Lines position at Dahl Consulting?
Title: Account Manager-Personal Lines
Location: Troy, MI (hybrid)
Job Type: Permanent/ Direct-Hire
Compensation: $45,000-72,000 Annually
Industry: Insurance
About The Role
We are partnering with a well-established, independent insurance agency serving individuals and families with tailored personal insurance solutions. The firm is known for its client-focused approach, strong carrier relationships, and commitment to long-term risk management.
On behalf of our client, we are seeking a Personal Lines Account Manager to support and grow a book of business by delivering exceptional service, building trusted client relationships, and identifying opportunities to add value through proactive coverage management.
This role is ideal for someone who enjoys working directly with clients, collaborating with carriers, and contributing to a team-oriented insurance environment.
Job Description
The Personal Lines Account Manager is responsible for managing and servicing personal insurance accounts while identifying opportunities for retention, cross-sell, and account expansion. This position acts as a key point of contact for clients and carriers and ensures coverage needs are met accurately and efficiently.
Key Responsibilities
Required Qualifications:
We offer a comprehensive benefits package designed to support your health, wellbeing, and financial future. This includes robust medical, dental, vision, and prescription coverage, telehealth services, and paid disability benefits. Employees also have access to a 401(k) with profit sharing, tax-advantaged savings accounts, life insurance, generous paid time off, paid volunteer time off, employee discounts, and additional perks.
How To Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
#ZR
Location: Troy, MI (hybrid)
Job Type: Permanent/ Direct-Hire
Compensation: $45,000-72,000 Annually
Industry: Insurance
About The Role
We are partnering with a well-established, independent insurance agency serving individuals and families with tailored personal insurance solutions. The firm is known for its client-focused approach, strong carrier relationships, and commitment to long-term risk management.
On behalf of our client, we are seeking a Personal Lines Account Manager to support and grow a book of business by delivering exceptional service, building trusted client relationships, and identifying opportunities to add value through proactive coverage management.
This role is ideal for someone who enjoys working directly with clients, collaborating with carriers, and contributing to a team-oriented insurance environment.
Job Description
The Personal Lines Account Manager is responsible for managing and servicing personal insurance accounts while identifying opportunities for retention, cross-sell, and account expansion. This position acts as a key point of contact for clients and carriers and ensures coverage needs are met accurately and efficiently.
Key Responsibilities
- Maintain a strong working knowledge of personal lines insurance products and coverage options
- Serve as the primary service contact for assigned clients, promptly addressing inquiries and resolving issues
- Develop and maintain long-term relationships with clients and carrier partners
- Identify coverage gaps, manage client risk, and recommend appropriate solutions
- Negotiate with carrier underwriters on behalf of clients
- Support client retention through proactive remarketing and policy reviews
- Prepare and present insurance quotes and proposals in accordance with agency standards
- Review assigned book of business to identify account rounding and growth opportunities
- Accurately prepare binders, invoices, certificates, policy changes, and other service documents
- Assist producers with onboarding new clients and accounts
- Maintain accurate client records in the agency management system and electronic files
- Participate in team meetings, training sessions, and carrier-sponsored education
- Contribute ideas for process improvement and operational efficiency
- Perform additional duties as assigned
Required Qualifications:
- Associate degree (or equivalent professional experience)
- 1–2 years of experience in a customer-facing role
- Active Property & Casualty insurance license
- Experience using an agency management system
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Strong communication, organization, and problem-solving skills
- 1–2 years of experience in the insurance industry, particularly personal lines
- Experience working with multiple insurance carriers and rating systems
We offer a comprehensive benefits package designed to support your health, wellbeing, and financial future. This includes robust medical, dental, vision, and prescription coverage, telehealth services, and paid disability benefits. Employees also have access to a 401(k) with profit sharing, tax-advantaged savings accounts, life insurance, generous paid time off, paid volunteer time off, employee discounts, and additional perks.
How To Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
#ZR
Salary : $45,000 - $72,000