Experienced Personal Lines Account Manager
Aitken And Ormond Insurance Agency, Saint Clair, MN, United States
Location: St. Clair, MI Personal Lines Office
Pay Scale: Based on Exp. $50K - $60K, plus bonuses
Position Summary
We are seeking an experienced Personal Lines Account Manager to manage and retain a portfolio of personal insurance clients while delivering exceptional customer service. This role is responsible for servicing accounts from quoting through renewal, advising clients on coverage needs, and supporting agency growth through strong client relationships and retention strategies. Key Responsibilities Client & Account Management Manage a book of personal lines accounts including auto, homeowners, renters, umbrella, and specialty lines Serve as the primary point of contact for assigned clients Review policies for accuracy and coverage adequacy Conduct proactive renewal reviews
Policy Servicing
Prepare new business quotes, endorsements, and renewals Process carrier submissions and bind coverage Resolve billing, claims, and underwriting issues Maintain accurate client records
Consultative Sales & Retention
Identify cross-sell and upsell opportunities Educate clients on coverage options Support retention initiatives
Carrier & Team Collaboration
Maintain strong carrier relationships Stay current on carrier guidelines Collaborate with internal teams
Required Qualifications
3+ years of personal lines experience Active Property & Casualty license Knowledge of personal lines products Experience with agency management systems
Preferred Qualifications
5+ years agency experience CIC, CISR, or similar designation
Compensation & Benefits
Competitive salary Health, dental, vision PTO and holidays Retirement plan
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We are seeking an experienced Personal Lines Account Manager to manage and retain a portfolio of personal insurance clients while delivering exceptional customer service. This role is responsible for servicing accounts from quoting through renewal, advising clients on coverage needs, and supporting agency growth through strong client relationships and retention strategies. Key Responsibilities Client & Account Management Manage a book of personal lines accounts including auto, homeowners, renters, umbrella, and specialty lines Serve as the primary point of contact for assigned clients Review policies for accuracy and coverage adequacy Conduct proactive renewal reviews
Policy Servicing
Prepare new business quotes, endorsements, and renewals Process carrier submissions and bind coverage Resolve billing, claims, and underwriting issues Maintain accurate client records
Consultative Sales & Retention
Identify cross-sell and upsell opportunities Educate clients on coverage options Support retention initiatives
Carrier & Team Collaboration
Maintain strong carrier relationships Stay current on carrier guidelines Collaborate with internal teams
Required Qualifications
3+ years of personal lines experience Active Property & Casualty license Knowledge of personal lines products Experience with agency management systems
Preferred Qualifications
5+ years agency experience CIC, CISR, or similar designation
Compensation & Benefits
Competitive salary Health, dental, vision PTO and holidays Retirement plan
recblid rcofwpwp9blrsg0qd6eveor48py8xt