Account Manager- Personal Lines

Description

We’re a full-service independent insurance agency seeking a customer-focused and detail-oriented professional to support our Insurance Producers in the sales and service of Personal Lines accounts. In this role, you’ll build a deep understanding of each client’s coverage needs, along with carrier rating programs and underwriting guidelines, allowing you to deliver tailored insurance solutions.

You’ll play a key role in marketing and placing both new and renewal business while providing prompt, accurate, and high-quality service that strengthens client relationships. This is a hybrid position offering a flexible blend of in-office collaboration and remote work.

Responsibilities

• Manage the full lifecycle of Personal Lines accounts, including new business setup, renewals, and ongoing service
• Coordinate renewal processes and collaborate with producers on strategy and client meetings
• Communicate with clients through calls, emails, and written correspondence to ensure excellent service
• Oversee billing and collections in partnership with producers
• Prepare submissions for marketing and assist with placing coverage
• Handle policy changes, endorsements, and premium-bearing transactions with carriers and clients
• Manage policy binding for renewals (when not assigned to a centralized marketing team)
• Address non-renewals and provide guidance to clients and producers
• Support premium audits and communicate large audit changes
• Maintain accurate documentation and file organization within Applied Epic
• Review policy checklists and coordinate updates with internal support teams
• Collect required documentation (LPRs) from clients
• Perform other duties as assigned to support the team and client needs
  
  

Requirements

• Active Property & Casualty Insurance License
• Minimum of 2 years of insurance industry experience
• High school diploma or equivalent required; college degree preferred
• Experience with Applied Epic required
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Excellent written and verbal communication skills
• A proactive, self-starter mindset with strong attention to detail
• Ability to work both independently and collaboratively in a team environment
• Willingness to take initiative and contribute to process improvements