What are the responsibilities and job description for the Personal Lines Account Manager position at Keystone Agency Partners LLC?
About Us
Since 1969, The Yurconic Agency has been focused on protecting what matters most to their Greater Lehigh Valley community, with a wide array of personal, business, life & health, and specialty insurance, including vehicle registration and driver’s license services. Headquartered in Allentown, PA, The Yurconic Agency has been one of the leading insurance providers for residents and businesses across Pennsylvania, New Jersey, New York, and Florida for over 50 years. The Yurconic Agency is first and foremost a family business. Our founders believed that they could improve the insurance industry and do better. Our employees continue this tradition by caring about the customer’s needs and doing the right thing. The Yurconic Agency does our work the right way, always, to ensure a smooth experience for you.
Personal Lines Account Manager
Position Summary:
The primary function of this role is to deliver exceptional service to clients by managing all aspects of personal insurance accounts. This role serves as the primary point of contact for policy servicing, client education, and issue resolution. The Account Manager works closely with producers, underwriters, and carriers to ensure each client’s needs are met with professionalism, accuracy, and attention to detail. This position supports the agency’s goals for client satisfaction, retention, and operational excellence.
Key Responsibilities:
Client Service and Communication
- Provide exceptional customer service to personal lines clients via phone, email, and in-person interactions.
- Educate clients on coverage options and recommend appropriate policy changes.
- Respond to client inquiries and resolve service-related issues promptly and professionally.
Policy Administration and Processing
- Handle policy changes, endorsements, billing inquiries, renewals, and cancellations.
- Maintain accurate and organized client records in the agency management system.
- Ensure all documentation and communications are properly recorded.
Collaboration and Workflow Management
- Collaborate with producers and underwriters to ensure timely and accurate policy servicing.
- Coordinate with carriers to facilitate smooth processing of client needs and policy changes.
- Other duties as assigned.
Qualifications:
- High School Diploma required
- Minimum of 3 years of personal lines insurance customer service experience
- Current Pennsylvania P&C License required
- Working knowledge of AMS360 and ImageRight highly desired; will consider other agency management systems
- Proficiency with MS Office Suite, document management software, and carrier proprietary platforms
- Strong communication and interpersonal skills to effectively interact with clients and team members
- Ability to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment
- Detail-oriented with strong organizational skills and the ability to work both independently and collaboratively
Hours: Monday-Friday, 9:00am-5:00pm EST (3 days), 9:00am-6:00pm EST (2 days), and one rotating Saturday per month, 9:00am-1:00pm EST
Office Location: 1753 Swamp Pike, Gilbertsville, PA 19525 (JL Davis Insurance)
Benefits:
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.