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Summit Bridge Partners

Personal Lines Account Manager

Summit Bridge Partners, Toms River, New Jersey, us, 08757

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Personal Lines Account Manager

Location:

Hybrid (Office Located in Silverton, NJ)

Compensation:

Up to $65,000 + Year-End Bonus Potential

Schedule:

Full-Time | Hybrid Schedule About the Agency:

Our client is a fast-growing, family-run independent insurance agency serving both personal and commercial clients. They pride themselves on a supportive, collaborative culture and long-standing client relationships. This is not corporate America—it’s a people-first agency that values integrity, trust, and teamwork. About the Role:

The agency is seeking a personable and detail-oriented

Personal Lines Account Manager

to join their growing team. This role involves managing a personal lines book of business consisting of home, auto, and umbrella policies for loyal, long-term clients. You will be the main point of contact for policy servicing, ensuring clients receive exceptional service and support. This is a great opportunity to join a stable, team-oriented agency where your work truly makes an impact. Key Responsibilities: Manage the day-to-day servicing of personal lines accounts (home, auto, umbrella, etc.)

Handle renewals, endorsements, billing inquiries, and client communications

Prepare proposals and assist with remarketing as needed

Provide high-level customer service, ensuring client satisfaction and retention

Collaborate with the internal team to ensure seamless operations and excellent client experience

Qualifications: Minimum of 2 years of personal lines account management experience in an agency environment

P&C license required

Experience with Applied Epic or similar agency management systems preferred

Strong organizational skills with the ability to manage multiple tasks and priorities

Positive, team-oriented, and client-focused personality

Compensation & Benefits: Base salary up to $65,000 (commensurate with experience)

Year-end bonus potential

12 paid holidays + 18 days of PTO

Hybrid work flexibility

Medical benefits partially paid for the individual

Life and disability insurance provided

401(k) with employer contribution after 1 year

About Summit Bridge Partners:

Summit Bridge Partners has been contracted by our client to support the hiring of this key position. We specialize in connecting top insurance talent with the right agencies—helping professionals find a long-term home where they can thrive. To explore this and other opportunities in the insurance industry, visit

www.summitbridgepartners.com

or connect with us on LinkedIn.

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