What are the responsibilities and job description for the Personal Lines Account Manager position at Martin Grant Associates, Inc.?
A well-established and growing insurance organization is seeking a Personal Lines Account Manager to support and grow an existing client portfolio while delivering exceptional customer service. This role is ideal for a relationship-focused insurance professional who enjoys helping clients protect what matters most and thrives in a collaborative, service-driven environment.
Prior experience in personal lines insurance or client servicing is required.
The Job:
- Build strong client relationships by providing prompt, accurate, and courteous service
- Process new business, renewals, endorsements, and proofs of insurance
- Review policies and endorsements for accuracy and coverage relevance
- Communicate professionally with carriers and clients to obtain and verify account information
- Answer client questions regarding insurance coverages and policy needs
- Respond to underwriting inquiries related to client accounts
- Assist with claims processing and marketing support when needed
- Stay informed on new insurance products, coverages, and industry changes
- Identify opportunities for cross-selling and new business development
- Maintain compliance with agency quality control standards and procedures
The Company:
- Collaborative Culture: Join a supportive team that values relationships, integrity, and client success
- Purpose-Driven Environment: Help businesses and individuals thrive through times of uncertainty and change
- Professional Growth: Continuing education, licensing support, and ongoing development opportunities available
- Modern Workplace: Utilize industry-leading technology and tools in a highly professional environment
- Flexibility & Stability: Be part of a nationally recognized organization with strong growth and long-term stability
- Comprehensive Benefits: Competitive compensation package along with robust employee benefits offerings
Qualifications:
- Property & Casualty License preferred; licensing assistance available for the right candidate
- High school diploma required; college coursework or insurance industry experience preferred
- Experience with Microsoft Office products, including Outlook, Word, Excel, and Teams
- Excellent written and verbal communication skills
- Strong organizational skills, attention to detail, and time management abilities
- Ability to understand and analyze insurance coverages, forms, and policies
- High level of professionalism and respect for confidentiality
If interested, apply, and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.