What are the responsibilities and job description for the Personal Lines Account Manager position at HonorVet Technologies?
About the Company
HonorVet Technologies is a veteran-owned IT staffing firm, ISO 9001 and ISO 27001 certified, working with federal agencies, state governments, and Fortune 500 enterprise clients across the US. What makes us different isn't a tagline it's the way we work. We don't forward resumes and hope for the best. We take the time to understand where a professional like you is headed and only reach out when we genuinely believe there's a fit worth exploring.
Job Title: Personal Lines Account Manager
Position Type: Permanent
Shift Hours: 9:00 AM to 5:00 PM
Work Mode: 100% Onsite
Work Location: 75 Sockanosset Cross Road, Suite 300 Cranston, RI 02920
Job Summary
Our client, is seeking a Personal Lines Account Manager to manage and service an assigned portfolio of personal insurance clients. The ideal candidate will have an active Property & Casualty (P&C) license, strong knowledge of personal insurance products, and excellent customer service and relationship management skills. This role focuses on policy servicing, renewals, and maintaining long-term client relationships.
Job Responsibilities
- Manage an assigned portfolio of personal lines clients and serve as their primary point of contact.
- Respond to client inquiries regarding coverage, billing, endorsements, and renewals.
- Process policy changes, renewals, cancellations, and reinstatements accurately.
- Coordinate with insurance carriers to resolve billing issues, obtain renewal quotes, and update policies.
- Maintain accurate client records and documentation in the agency management system.
- Monitor renewal reports and ensure policies are reviewed and renewed before expiration.
- Communicate proactively with clients regarding policy renewals and coverage needs.
- Collaborate with producers, underwriters, and internal teams to deliver quality client service.
- Identify opportunities to cross-sell or upsell additional insurance coverage.
Required Qualifications
- Active Property & Casualty (P&C) Insurance License.
- College degree or equivalent experience.
- Strong knowledge of personal insurance products, including auto, homeowners, renters, and umbrella coverage.
- Experience using agency management systems, preferably Applied Epic or similar platforms.
- Excellent communication, organizational, multitasking, and problem-solving skills.
- Strong attention to detail and commitment to customer service.
Preferred Qualifications
- Experience handling high-net-worth personal lines clients.
- Familiarity with multi-state or specialty personal lines coverage.
HonorVet Technologies is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, marital status, citizenship status, or any other characteristic protected by applicable federal, state, or local law.
Salary : $60,000 - $74,000