Personal Lines Account Manager
Summit Bridge Partners, Baltimore, Maryland, United States, 21276
We’re looking for an experienced
Personal Lines Account Manager
to take ownership of a portfolio that includes high-value and middle-market clients. This role is all about strong client relationships, deep personal lines knowledge, and delivering thoughtful, compliant insurance solutions.
You’ll work closely with leadership, carriers, and internal teams to ensure clients are well protected, well advised, and well supported.
What you’ll be responsible for
Overseeing a personal lines book with complex and high-net-worth accounts
Reviewing policies regularly to confirm coverage is appropriate and complete
Acting as the main contact for clients and handling service needs with urgency and accuracy
Managing renewals, endorsements, policy updates, and claims support
Evaluating exposures and offering informed coverage recommendations
Staying ahead of market changes and emerging risks
Working directly with underwriters to secure competitive terms
Keeping detailed, compliant records in the agency management system
Partnering with producers and supporting junior team members through collaboration and guidance
What we’re looking for
5+ years of experience in personal lines account management--High net worth accounts a strong plus
Active Property & Casualty license
Strong working knowledge of homeowners, auto, umbrella, and specialty personal lines coverage
Clear communicator with solid negotiation and problem-solving skills
Comfortable working in agency management systems and Microsoft Office
Experience working with affluent or VIP clients
Industry designations such as CISR, CIC, or CPRM
Ability to manage multiple priorities independently
Familiarity with agency management systems
Onsite strongly preferred, will do hybrid for the perfect candidate.
This is a great opportunity for someone who enjoys being a trusted resource for clients while working closely with a collaborative personal lines team.
#J-18808-Ljbffr
Personal Lines Account Manager
to take ownership of a portfolio that includes high-value and middle-market clients. This role is all about strong client relationships, deep personal lines knowledge, and delivering thoughtful, compliant insurance solutions.
You’ll work closely with leadership, carriers, and internal teams to ensure clients are well protected, well advised, and well supported.
What you’ll be responsible for
Overseeing a personal lines book with complex and high-net-worth accounts
Reviewing policies regularly to confirm coverage is appropriate and complete
Acting as the main contact for clients and handling service needs with urgency and accuracy
Managing renewals, endorsements, policy updates, and claims support
Evaluating exposures and offering informed coverage recommendations
Staying ahead of market changes and emerging risks
Working directly with underwriters to secure competitive terms
Keeping detailed, compliant records in the agency management system
Partnering with producers and supporting junior team members through collaboration and guidance
What we’re looking for
5+ years of experience in personal lines account management--High net worth accounts a strong plus
Active Property & Casualty license
Strong working knowledge of homeowners, auto, umbrella, and specialty personal lines coverage
Clear communicator with solid negotiation and problem-solving skills
Comfortable working in agency management systems and Microsoft Office
Experience working with affluent or VIP clients
Industry designations such as CISR, CIC, or CPRM
Ability to manage multiple priorities independently
Familiarity with agency management systems
Onsite strongly preferred, will do hybrid for the perfect candidate.
This is a great opportunity for someone who enjoys being a trusted resource for clients while working closely with a collaborative personal lines team.
#J-18808-Ljbffr