Personal Lines Account Manager

Job Description

Personal Lines Account Manager – Hybrid

Job Summary

A well-established independent insurance agency is seeking an experienced and motivated Personal Lines Account Manager to join its growing team. This position is ideal for an individual with a strong agency background who values client relationships and enjoys working in a collaborative, professional environment.

Responsibilities

• Manage a book of personal lines business, including renewals, endorsements, and client service needs.
• Provide exceptional customer service by responding promptly to client inquiries and requests.
• Prepare quotes, process policy changes, and address billing questions.
• Communicate effectively with carriers to ensure timely and accurate policy issuance and resolution of issues.
• Identify opportunities for account rounding and cross-selling additional lines of coverage.
• Maintain accurate client records in the agency management software.
  
  

Qualifications

• Minimum of 2 years of experience in an insurance agency environment (personal lines experience preferred).
• Strong understanding of personal lines coverages and agency procedures.
• Experience with Applied Epic preferred; training available.
• Excellent communication, organizational, and problem-solving skills.
• Holds an active P&C (Property and Casualty) insurance license.
  
  

Compensation Package

• Competitive compensation: Between $60,000 – $70,000 (based on experience).
• Hybrid schedule: initial in-office training period followed by a flexible hybrid arrangement.
• Supportive and collaborative culture with opportunities for growth and professional development.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.