We are looking for an experienced, dependable, and customer-focused Personal Lines Account Manager to join our team. This position is responsible for managing an existing book of personal insurance clients, providing exceptional customer service, reviewing coverage needs, and helping clients make informed insurance decisions.
The ideal candidate is someone who takes ownership of their work, communicates well with clients, enjoys building relationships, and understands that being an insurance professional means more than simply selling a policy.
Key Responsibilities
- Manage and service an existing personal lines book of business
- Build and maintain strong relationships with clients
- Handle policy changes, endorsements, billing questions, certificates, and other service requests
- Review policies for coverage gaps and identify opportunities to better protect clients
- Assist with personal lines quoting, remarketing, renewals, and new business
- Communicate with insurance carriers and underwriters as needed
- Follow up on renewals, underwriting requirements, inspections, cancellations, and other policy issues
- Help retain existing clients through proactive communication and excellent service
- Cross-sell and identify opportunities for additional coverage when appropriate
- Maintain accurate and organized client records
- Provide prompt, professional, and knowledgeable responses to client questions
- Stay current on carrier guidelines, coverage changes, and insurance industry developments
What We're Looking For
- 2+ years of Personal Lines insurance experience preferred
- Active Property & Casualty license required or ability to obtain one
- Strong knowledge of personal auto, homeowners, renters, umbrella, and related coverage
- Excellent communication and customer service skills
- Strong attention to detail and organization
- Ability to manage multiple priorities and meet deadlines
- Comfortable working independently while also being a team player
- Professional, positive, and solution-oriented attitude
- Strong computer and agency management system skills
- Someone who genuinely cares about doing what is right for the client
What We Offer
- Competitive salary based on experience
- Health, Dental, and Vision
- Paid time off
- 401k Matching
- Commission opportunities
- Monday–Friday schedule
- Supportive team environment
- Opportunity for professional growth and advancement
- A client-focused agency where your work and relationships matter
The Ideal Candidate
We are looking for someone who doesn't just want to process transactions, but wants to build relationships and become a trusted insurance advisor to their clients.
If you are knowledgeable, dependable, organized, and take pride in providing exceptional service, we'd love to hear from you.
Pay: $45,000.00 - $65,627.34 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
