What are the responsibilities and job description for the Personal Lines Account Manager position at Impact Performance Team?
About Our Client
Our client is a well-established independent insurance agency based out of Oxford, CT, and serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.
Role Overview
This is a full time Personal Lines Account Manager role based in our Oxford, CT location. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long term client relationships, and supporting retention and account growth. You will collaborate closely with Producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency. Your key responsibilities may include:
- Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
- Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
- Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
- Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
- Provide responsive, solution oriented customer support via phone, email, and in person interactions
- Maintain accurate documentation within the agency management system and adhere to compliance guidelines
- Partner with Producers and team members to support client retention, cross sell efforts, and overall client satisfaction
- Minimum 3 years Personal Insurance Account Management experience required
- Strong professionalism and ethical standards
- Consistent follow through on deadlines meetings and client commitments
Ideal Candidate:
- Enjoys helping clients and building lasting relationships
- Able to offer creative and innovative solutions
- Engaged in civic or professional associations
- Strong communicator who understands how to align agency resources with client needs
- Detail oriented and accountable
- Values community involvement and long term client partnerships
- Base Salary starting at $60,000-$80,000 depending on experience
- Group health coverage
- Retirement plan with company match
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
- Paid time off
Salary : $60,000 - $80,000