What are the responsibilities and job description for the Personal Insurance Account Manager position at Maloney Associates Insurance?
Maloney Insurance is seeking an experienced Personal Lines Account Manager who enjoys building client relationships, providing thoughtful advice, and keeping the details organized. You’ll manage an assigned book of personal insurance accounts and work closely with our team to provide responsive, dependable service.
We’re looking for someone who takes initiative, communicates openly, and follows through—from answering a coverage question to completing a renewal review.
Responsibilities
- Manage daily service needs for an assigned book of personal lines accounts, including home, auto, umbrella, and other personal insurance.
- Build client relationships through responsive service, proactive outreach, and consistent follow-up.
- Review renewals, identify coverage gaps, and recommend options based on clients’ needs.
- Prepare quotes, compare coverage, and process new policies, endorsements, renewals, and cancellations.
- Assist clients with coverage questions, billing concerns, and claims reporting.
- Communicate with carriers and underwriters to resolve issues and coordinate coverage.
- Maintain accurate, timely documentation in Applied Epic and follow agency procedures.
- Identify opportunities for additional coverage and collaborate with producers and team members.
- Track outstanding items and keep clients and colleagues informed through completion.
Qualifications
- Active Property & Casualty insurance license required.
- At least five years of experience as a Personal Lines Account Manager.
- Strong knowledge of personal insurance coverage and the ability to explain options clearly.
- Excellent organizational skills, attention to detail, and dependable follow-through.
- Professional written and verbal communication with a focus on client service.
- Ability to manage competing priorities, work independently, and collaborate with a team.
- Confidence learning and using agency technology; Applied Epic experience preferred.
Job Type: Full-time
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Experience:
- Applied EPIC: 1 year (Preferred)
- personal insurance: 2 years (Required)
License/Certification:
- Life Insurance License (Preferred)
- Property & Casualty License (Required)
Work Location: Hybrid remote in New London, NH 03257
Salary : $60,000 - $65,000