Personal Lines Account Manager
Job Summary
Seeking a dedicated and experienced
Personal Lines Account Manager
to join a team at an independent insurance agency. In this role, you will be responsible for managing and servicing a designated book of business, focusing on personal lines insurance such as home, auto, umbrella, renters, and specialty policies. The ideal candidate will excel in a fast-paced environment, demonstrate exceptional client service skills, and maintain strong relationships with multiple insurance carriers. This is an excellent opportunity for a motivated professional to contribute to account retention and drive organic growth within a dynamic agency setting.
Compensation Package
Competitive salary commensurate with experience
Comprehensive benefits package, including health, dental, and vision insurance
Paid time off and holidays
Professional development opportunities
Responsibilities
Manage a personal lines book of business, including home, auto, umbrella, renters, and specialty policies
Serve as the primary point of contact for clients, delivering responsive and consultative service
Conduct renewal reviews and proactively remarket accounts when necessary
Prepare new business and renewal quotes using multiple carrier platforms and comparative rating systems
Process endorsements, policy changes, renewals, cancellations, and reinstatements
Review policies for accuracy and identify coverage gaps, providing appropriate recommendations
Build and maintain strong relationships with carrier underwriters and service representatives
Assist producers with cross-selling and account rounding opportunities
Document all client communications and activities in the agency management system
Support client retention initiatives and contribute to the agency's growth objectives
Qualifications/Requirements
Active Property & Casualty (P&C) license
Minimum of 2 years of experience in personal lines insurance within an agency setting
Proven experience working with multiple insurance carriers
Strong understanding of coverage forms and underwriting guidelines
Proficiency with agency management systems (e.g., Applied, Vertafore, etc.); experience with AMS360 is a plus
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities effectively
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Personal Lines Account Manager
to join a team at an independent insurance agency. In this role, you will be responsible for managing and servicing a designated book of business, focusing on personal lines insurance such as home, auto, umbrella, renters, and specialty policies. The ideal candidate will excel in a fast-paced environment, demonstrate exceptional client service skills, and maintain strong relationships with multiple insurance carriers. This is an excellent opportunity for a motivated professional to contribute to account retention and drive organic growth within a dynamic agency setting.
Compensation Package
Competitive salary commensurate with experience
Comprehensive benefits package, including health, dental, and vision insurance
Paid time off and holidays
Professional development opportunities
Responsibilities
Manage a personal lines book of business, including home, auto, umbrella, renters, and specialty policies
Serve as the primary point of contact for clients, delivering responsive and consultative service
Conduct renewal reviews and proactively remarket accounts when necessary
Prepare new business and renewal quotes using multiple carrier platforms and comparative rating systems
Process endorsements, policy changes, renewals, cancellations, and reinstatements
Review policies for accuracy and identify coverage gaps, providing appropriate recommendations
Build and maintain strong relationships with carrier underwriters and service representatives
Assist producers with cross-selling and account rounding opportunities
Document all client communications and activities in the agency management system
Support client retention initiatives and contribute to the agency's growth objectives
Qualifications/Requirements
Active Property & Casualty (P&C) license
Minimum of 2 years of experience in personal lines insurance within an agency setting
Proven experience working with multiple insurance carriers
Strong understanding of coverage forms and underwriting guidelines
Proficiency with agency management systems (e.g., Applied, Vertafore, etc.); experience with AMS360 is a plus
Excellent written and verbal communication skills
Strong organizational skills with the ability to manage multiple priorities effectively
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