What are the responsibilities and job description for the Personal Lines Account Manager position at W3Global?
About The Opportunity
Our client is a growing independent insurance agency looking to add a Personal Lines Account Manager/Agent to its team.
This position is ideal for a licensed Property & Casualty professional who enjoys working directly with clients, developing new business, managing an existing book of personal lines accounts, and identifying opportunities to expand client relationships.
The successful candidate will be comfortable balancing sales, account management, renewals, and day-to-day client service while maintaining a high level of attention to detail.
Key Responsibilities
Depending on experience and qualifications.
This is a salary-based position with no commission structure, allowing the successful candidate to focus on client relationships, account retention, and quality service.
Benefits May Include
Our client is primarily seeking a full-time professional, although part-time arrangements may be considered for an exceptional candidate.
Scheduling flexibility is available depending on the candidate and business needs.
Remote or hybrid work may also be considered for the right individual. The primary focus is on responsiveness, accountability, communication, and the ability to provide excellent service to clients.
Why Consider This Opportunity?
The ideal candidate is a licensed P&C professional who combines insurance knowledge, sales ability, organization, and strong customer service skills.
You should enjoy building lasting relationships rather than simply processing transactions. The role requires someone who can identify client needs, communicate coverage options effectively, stay on top of renewals, and recognize opportunities to strengthen existing accounts.
Our client is a growing independent insurance agency looking to add a Personal Lines Account Manager/Agent to its team.
This position is ideal for a licensed Property & Casualty professional who enjoys working directly with clients, developing new business, managing an existing book of personal lines accounts, and identifying opportunities to expand client relationships.
The successful candidate will be comfortable balancing sales, account management, renewals, and day-to-day client service while maintaining a high level of attention to detail.
Key Responsibilities
- Manage new personal lines opportunities from initial inquiry through quoting, coverage review, application, and binding.
- Maintain and develop an assigned book of personal lines business.
- Conduct proactive renewal reviews and work to retain clients over the long term.
- Identify opportunities to move single-policy clients into broader insurance relationships.
- Look for appropriate cross-selling and account-rounding opportunities.
- Explain home, auto, umbrella, and related insurance products in a clear and straightforward manner.
- Handle routine service needs, including policy changes, endorsements, billing questions, and coverage updates.
- Maintain accurate account information and timely documentation.
- Work closely with other members of the agency to provide a consistent client experience.
- Utilize agency management systems, CRM tools, comparative raters, and other technology to manage accounts efficiently.
- Stay current on client needs, policy details, and applicable insurance requirements.
- Active New Hampshire Property & Casualty license required.
- Maine and/or Massachusetts licensing is a plus.
- Previous personal lines insurance experience preferred.
- Strong candidates with a P&C license and a willingness to learn will also be considered.
- Strong verbal and written communication skills.
- Ability to explain insurance coverage clearly to clients.
- Excellent organization and attention to detail.
- Ability to manage multiple accounts, priorities, and deadlines.
- Comfortable working with technology and learning new systems.
- Interest in using modern and AI-supported tools to improve efficiency.
- Strong teamwork and relationship-building skills.
- Client-focused approach with excellent follow-through.
Depending on experience and qualifications.
This is a salary-based position with no commission structure, allowing the successful candidate to focus on client relationships, account retention, and quality service.
Benefits May Include
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Paid time off
- Paid holidays
- Tuition reimbursement
- Flexible scheduling
- Work-from-home flexibility where applicable
- Training and professional development opportunities
Our client is primarily seeking a full-time professional, although part-time arrangements may be considered for an exceptional candidate.
Scheduling flexibility is available depending on the candidate and business needs.
Remote or hybrid work may also be considered for the right individual. The primary focus is on responsiveness, accountability, communication, and the ability to provide excellent service to clients.
Why Consider This Opportunity?
- Join a growing independent insurance organization.
- Work in a collaborative and relationship-focused environment.
- Opportunity to take ownership of an established personal lines book.
- Exposure to both sales and account management responsibilities.
- Access to modern technology and workflow tools.
- Ongoing training and professional development.
- Opportunity to take on additional responsibilities as the organization expands.
- Long-term career growth potential.
The ideal candidate is a licensed P&C professional who combines insurance knowledge, sales ability, organization, and strong customer service skills.
You should enjoy building lasting relationships rather than simply processing transactions. The role requires someone who can identify client needs, communicate coverage options effectively, stay on top of renewals, and recognize opportunities to strengthen existing accounts.