What are the responsibilities and job description for the Personal Lines Account Manager position at Summit Bridge Partners?
Personal Lines Account Manager
Location: Onsite
Employment Type: Full-Time
Are you a licensed Personal Lines insurance professional who enjoys building relationships and delivering outstanding customer service? Our client, a well-established independent insurance agency, is seeking a Personal Lines Account Manager to join their growing team.
This is an excellent opportunity to work in a collaborative, team-oriented office where professionalism is paired with a positive, supportive culture. The agency has built a strong reputation for exceptional client service and remains proudly independent, with deep roots in the local community.
What You'll Do
- Serve as the primary point of contact for personal lines clients
- Welcome and assist clients in person and over the phone
- Process policy changes, endorsements, and premium payments accurately
- Follow up with clients to ensure satisfaction and answer coverage questions
- Present policy options and recommend additional coverage based on individual needs
- Educate clients on new insurance products and services
- Build lasting client relationships to promote retention and loyalty
- Resolve customer concerns professionally and efficiently
Qualifications
- Active P&C License or willing to acquire within quickly.
- Minimum of 2 years of insurance agency experience
- Excellent customer service and relationship-building skills
- Strong communication skills, both written and verbal
- Highly organized with the ability to multitask in a fast-paced environment
- Self-motivated while also thriving in a collaborative team setting
- Positive, outgoing, and professional attitude
Compensation & Benefits
- Base salary: $50,000–$65,000, depending on experience
- Comprehensive medical, dental, and vision insurance
- Generous paid time off
- Supportive leadership and a collaborative team culture
- Long-term career opportunity with a respected independent agency
If you're looking to join an agency that values exceptional client service, teamwork, and employee satisfaction, we'd love to hear from you.
Apply today to learn more about this opportunity.
Salary : $50,000 - $65,000