Personal Lines Client Manager

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Rummel Insurance Agency | Caro, MI


About the Role
Rummel Insurance Agency is seeking a customer-focused and detail-oriented Personal Lines Account Manager to join our team. In this role, you’ll build lasting relationships with clients by providing knowledgeable insurance guidance, exceptional service, and personalized coverage solutions. You’ll work with existing personal lines customers, assist prospective clients, identify opportunities to expand coverage, and help ensure clients have the protection they need.

We’re looking for someone who communicates professionally, enjoys helping people, takes pride in staying organized, and is motivated to grow their insurance knowledge and skills.

What You’ll Do

• Deliver friendly, professional, and timely service to clients contacting the agency by phone, email, or other communication channels.
• Manage and service personal lines accounts, including homeowners, auto, and other personal insurance policies.
• Review existing policies and renewal premiums to identify coverage gaps, savings opportunities, and potential account improvements.
• Process policy changes, renewals, new business, cancellations, and other service requests accurately and efficiently.
• Prepare quotes, remarket policies when appropriate, and recommend additional coverage based on clients’ needs.
• Identify cross-selling opportunities and refer commercial, farm/agriculture, and life insurance prospects to the appropriate team members
• Build client relationships that encourage retention, referrals, and long-term loyalty.
• Maintain accurate client information, policy documentation, and activity records in the agency management system.
• Assist clients with insurance claims questions, underwriting requirements, and coverage concerns.
• Provide insurance information to mortgage companies, banks, auto dealerships, and other authorized parties as requested.
• Stay current on insurance company guidelines, eligibility requirements, software systems, and agency procedures.
• Collaborate with teammates, participate in staff meetings and professional development, and contribute to improving agency workflows.
• Uphold the agency’s core values of honesty, integrity, professionalism, building relationships, and continuous learning and growth.

What We’re Looking For

• High school diploma or equivalent; college education or relevant experience is welcome.
• Previous customer service experience is required.
• Computer proficiency and the ability to learn insurance software and agency management systems are required.
• A Michigan Property & Casualty insurance license is preferred upon hire and must be obtained within six months if not already licensed.
• A Life insurance license is preferred.
• A CISR or CIC professional designation is preferred upon hire, with a designation required within 24–36 months.
• Strong verbal and written communication skills.
• Excellent organizational skills, attention to detail, and time management.
• Problem-solving skills and the ability to manage multiple priorities.
• A professional, ethical, and team-oriented approach to working with clients and colleagues.
• A willingness to learn, develop professionally, and take ownership of client relationships.

Schedule & Work Environment

• Job Type: Full-time
• Location: Caro, Michigan
• Work Schedule: Monday–Friday, 8:00 AM–5:00 PM
• Work Arrangement: Hybrid schedule, approximately 80% in-office and 20% from home; alternate schedules may be available.
  
  

This position operates in a professional office environment and requires consistent attendance and collaboration with the agency team.

Why Join Rummel Insurance Agency?
This is an opportunity to build a rewarding career in insurance while helping individuals and families protect what matters most. You’ll have the opportunity to strengthen your insurance expertise, develop lasting client relationships, and continue growing professionally as part of a collaborative team.

If you enjoy helping people, solving problems, and providing dependable customer service, we encourage you to apply!