Personal Lines Account Manager

Brief Description

Personal Lines Account Manager

Make a Difference, One Conversation at a Time

At Your Policy, we are guided by four Core Values: People First, Do What You Love, Deliver What Your Promise, and Balance is Key. These values are the foundation of our approach to building strong relationships and delivering truly personalized customer service.

Our mission is to simplify the insurance experience by making it transparent, convenient, and user-friendly; empowering our customers to make confident, informed decisions about their coverage with ease and trust. Less hassle, more happiness is our motto.

Job Description

We're looking for an enthusiastic and client-focused Personal Lines Account Manager to join our growing team! In this role, you'll build strong relationships with a portfolio of personal lines clients, helping them find the insurance solutions that truly fit their lives.

Your primary goal is to build strong, positive relationships with both new and long-term clients, ensuring client satisfaction, retention, and overall agency growth. You’ll be the go-to person they trust, making sure they’re happy, supported, and sticking with us for the long haul.

Daily Responsibilities

• Manage day-to-day service needs for personal lines clients, including policy. changes, endorsements, billing inquiries, and claims support.
• Evaluate client needs and recommend appropriate insurance solutions tailored to their needs.
• Shopping and remarketing coverage when needed.
• Build and maintain strong, trust-based relationships with clients through consistent, proactive communication.
• Maintain accurate and up-to-date client records in the agency management system (e.g., Salesforce).
• Stay informed on carrier offerings, underwriting guidelines, industry trends, and compliance requirements.
• Working closely with virtual assistants and teammates to create smoother processes.
• Represent the agency in a professional, knowledgeable, and service-oriented manner.
• Sharing ideas that make our team stronger and more efficient.
  
  

Qualifications

• Education: High school diploma or equivalent required; college degree preferred.
• Licensing: Active property and casualty required (or ability to obtain within 90 days).
• Experience: Minimum 2-3 years of experience in personal lines insurance.
• Proven track record of meeting or exceeding sales goals.
• Knowledge of common personal insurance products (e.g., home, auto, renters, umbrella).
  
  

Skills & Competencies

• Strong interpersonal and communication skills, both verbal and written.
• Strong analytical and problem-solving abilities.
• Proven ability to build rapport and close sales in a competitive environment.
• Self-motivated, goal-oriented, and able to work independently.
• High level of organization and attention to detail.
• Proficiency in CRM and agency management systems.
  
  

Benefits

• Competitive base salary.
• Health, dental, and vision insurance after 30 days of employment.
• 401(k) plan after 500 hours of employment.
• Paid time off and holidays and one floating holiday.
• Professional development and continuing education opportunities.
• A values-driven culture that puts people first.
  
  

At Your Policy, we believe insurance is more than policies and paperwork; it’s about people. Every day, our account managers walk clients through some of life’s most important decisions with clarity, care, and confidence.

If you want to be part of a uniquely gifted agency, we want to meet you!