Personal Lines Account Manager Williams Insurance Agency, Inc
Williamsagency, Rehoboth Beach, DE, United States
Personal Lines Account Manager:
$45,000 – $60,000 per year
*Noting this is all dependent on level of experience and other criteria to be considered.
Williams Insurance Agency is a trusted, independent insurance agency with more than 75 years of experience serving our community. With deep local roots and access to top national carriers, we provide tailored solutions that protect what matters most. Our commitment is to help clients achieve peace of mind and long-term security through thoughtful, strategic risk management.
Position Summary: The Personal Lines Account Manager is responsible for managing and servicing a designated book of Personal Lines insurance business in collaboration with Insurance Advisors. This role requires strong client service skills, attention to detail, and the ability to efficiently handle all aspects of policy management, renewals, and communications. This position reports to the Personal Lines Supervisor and/or Operations Manager.
Key Responsibilities:
Manage and service a Personal Lines book of business, serving as the primary point of contact for all client needs.
Collaborate closely with Advisors through continual communication to ensure client needs are met.
Monitor and review expiration reports to ensure timely renewal of policies.
Deliver prompt, accurate, and courteous client service via phone, email, fax, mail, and in-person communication.
Process policy and coverage change requests, endorsements, audits, cancellations, reinstatements, and related transactions.
Respond to mortgage companies, clients, and other third parties to issue proof of insurance (e.g., Evidence of Property, etc.).
Review, process, and transact all Personal Lines new and renewal business.
Maintain thorough, accurate, and current documentation and activities in the agency management system for client communications, follow-ups, surplus lines renewals, and other service actions.
Identify opportunities for account rounding and cross-selling; make strategic recommendations to Advisors and clients to enhance coverage, reduce risk, and avoid Errors & Omissions exposures.
Stay informed of carrier updates and changes.
Utilize agency and carrier systems efficiently to process, quote, and manage policy tasks.
Ensure ongoing compliance with all company policies, procedures, and regulatory requirements.
Pursue ongoing professional development, including continuing education and industry designations (e.g., CISR, CIC, etc.).
Perform additional duties as assigned by the Personal Lines Supervisor, Operations Manager or agency leadership.
What We Offer:
Competitive pay and commission structure when applicable
Company-paid medical insurance with a company-contributed Health Savings Account (HSA)
Paid life insurance and long-term disability coverage
A variety of voluntary benefits to fit your individual needs
A company-contributed 401(k) plan to support your long-term financial goals
Access to top carriers and a full suite of personal lines products.
Marketing and training support to help you generate and close new business.
A collaborative and supportive agency environment.
Flexibility to manage your schedule and client relationships.
Qualifications:
High school diploma, GED or equivalent is required.
Property & Casualty insurance license is required.
Prior experience in Personal Lines insurance servicing is preferred.
A client-focused mindset with a commitment to high-quality service.
Strong written and verbal communication skills.
Proficient in agency management systems and general office software.
Exceptional organizational skills and attention to detail.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Equal Opportunity Employer Statement: Williams Insurance Agency is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.
Employment Eligibility: All offers of employment are contingent upon the successful completion of a background check and verification of eligibility to work in the United States. Applicants will be required to complete an I-9 form as part of the onboarding process.
Application Process: To apply, please submit your resume and a brief cover letter outlining your qualifications and interest in the position. We encourage applications from candidates of all backgrounds and experiences.
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$45,000 – $60,000 per year
*Noting this is all dependent on level of experience and other criteria to be considered.
Williams Insurance Agency is a trusted, independent insurance agency with more than 75 years of experience serving our community. With deep local roots and access to top national carriers, we provide tailored solutions that protect what matters most. Our commitment is to help clients achieve peace of mind and long-term security through thoughtful, strategic risk management.
Position Summary: The Personal Lines Account Manager is responsible for managing and servicing a designated book of Personal Lines insurance business in collaboration with Insurance Advisors. This role requires strong client service skills, attention to detail, and the ability to efficiently handle all aspects of policy management, renewals, and communications. This position reports to the Personal Lines Supervisor and/or Operations Manager.
Key Responsibilities:
Manage and service a Personal Lines book of business, serving as the primary point of contact for all client needs.
Collaborate closely with Advisors through continual communication to ensure client needs are met.
Monitor and review expiration reports to ensure timely renewal of policies.
Deliver prompt, accurate, and courteous client service via phone, email, fax, mail, and in-person communication.
Process policy and coverage change requests, endorsements, audits, cancellations, reinstatements, and related transactions.
Respond to mortgage companies, clients, and other third parties to issue proof of insurance (e.g., Evidence of Property, etc.).
Review, process, and transact all Personal Lines new and renewal business.
Maintain thorough, accurate, and current documentation and activities in the agency management system for client communications, follow-ups, surplus lines renewals, and other service actions.
Identify opportunities for account rounding and cross-selling; make strategic recommendations to Advisors and clients to enhance coverage, reduce risk, and avoid Errors & Omissions exposures.
Stay informed of carrier updates and changes.
Utilize agency and carrier systems efficiently to process, quote, and manage policy tasks.
Ensure ongoing compliance with all company policies, procedures, and regulatory requirements.
Pursue ongoing professional development, including continuing education and industry designations (e.g., CISR, CIC, etc.).
Perform additional duties as assigned by the Personal Lines Supervisor, Operations Manager or agency leadership.
What We Offer:
Competitive pay and commission structure when applicable
Company-paid medical insurance with a company-contributed Health Savings Account (HSA)
Paid life insurance and long-term disability coverage
A variety of voluntary benefits to fit your individual needs
A company-contributed 401(k) plan to support your long-term financial goals
Access to top carriers and a full suite of personal lines products.
Marketing and training support to help you generate and close new business.
A collaborative and supportive agency environment.
Flexibility to manage your schedule and client relationships.
Qualifications:
High school diploma, GED or equivalent is required.
Property & Casualty insurance license is required.
Prior experience in Personal Lines insurance servicing is preferred.
A client-focused mindset with a commitment to high-quality service.
Strong written and verbal communication skills.
Proficient in agency management systems and general office software.
Exceptional organizational skills and attention to detail.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Equal Opportunity Employer Statement: Williams Insurance Agency is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other protected status in accordance with applicable federal, state, and local laws.
Employment Eligibility: All offers of employment are contingent upon the successful completion of a background check and verification of eligibility to work in the United States. Applicants will be required to complete an I-9 form as part of the onboarding process.
Application Process: To apply, please submit your resume and a brief cover letter outlining your qualifications and interest in the position. We encourage applications from candidates of all backgrounds and experiences.
#J-18808-Ljbffr