What are the responsibilities and job description for the Personal Lines Account Manager - Insurance / Financial position at Quest Financial & Insurance Services?
PERSONAL LINES ACCOUNT MANAGER
About Quest Financial:
Quest Financial, a veteran owned company, has been serving NE Ohio since 2011 with a wide range of stellar insurance and financial products covering personal and commercial lines including home, auto, business, umbrella, 401K rollovers, and IRA plans.
Quest Financial is licensed in 12 states and growing!
Why Quest? Not only do they offer an array of insurance and financial products, but their goal is to educate prospective clients and current client alike on insurance basics, coverage options, risk management, rights and responsibilities. It’s about guiding and helping clients make an educated decision through all the complexities of insurance. This is a win-win for all.
As a veteran owned company, Quest Financial reflects values that build upon trust, respect, education and support.
About the role:
Quest Financial, is looking for detail-oriented and customer-focused Personal Lines Account Manager(s) to manage and service a book of personal lines insurance accounts. The ideal candidate will be a seasoned professional with deep expertise in the insurance lifecycle - from prospecting and quoting to long-term account management. A highly motivated Licensed Insurance Agent to manage and grow a robust book of business. This role involves maintaining strong relationships with clients, assisting with renewals, processing policy changes, quoting new business, and ensuring the highest levels of client satisfaction.
If you are coachable, competitive, and focused on building a solid career and becoming a leader in the industry, then this role is for you - as you will be surrounded by the right team who share the same values!
Responsibilities:
- Manage and service a portfolio of personal lines insurance accounts (home, auto, umbrella, etc.).
- Respond promptly to client inquiries via phone, email, or in-person.
- Process policy changes, endorsements, cancellations, and reinstatements.
- Prepare renewal reviews and present coverage options to clients.
- Quote new business and assist with cross-selling or upselling opportunities.
- Maintain accurate client records in the agency management system (e.g., Applied Epic, AMS360). Hawksoft 6.0
- Ensure compliance with underwriting guidelines and carrier requirements.
- Follow up on outstanding items and documentation from clients or carriers.
- Support producers/account executives with customer service needs.
- Participate in client retention efforts and maintain high renewal rates.
Qualifications:
- High school diploma or equivalent required; college degree preferred.
- Active Property & Casualty insurance license (or ability to obtain one).
- 5 years of experience in personal lines insurance, preferably in account management or service role.
- Strong knowledge of personal lines products, coverages, and carriers.
- Excellent communication, organizational, and problem-solving skills.
- Highly effective Time Management -planning, prioritizing and using tools.
- Proficiency in agency management systems and Microsoft Office Suite.
Preferred Skills:
- Experience with quoting platforms and comparative raters.
- Bilingual (Spanish, etc.) a plus.
- Familiarity with regional insurance carriers and their guidelines.
Compensation & Benefits:
- Flexibility with location in Ohio – must commit to onsite training at Twinsburg location (Lancaster, Oh area is a plus!) both locations are HYBRID.
- Competitive salary based on experience.
- Health, dental, and vision insurance.
- 401(k) with company match.
- Paid time off and holidays.
- Opportunities for professional development and continuing education.
- Salary range $52,000 - $65,000 base plus commission
Salary : $52,000 - $65,000