Personal Lines Account Manager

Choice. Flexibility. Economy. Superior Protection. Founded in 1976, Brown's Insurance Agency has it all for you in one place - from our offices in Manassas and Richmond, Virginia, we serve the insurance needs of individuals, families and businesses throughout Virginia and many other states. As an independent insurance agent, we represent many top-rated insurance companies. Getting the right insurance protection, superior claim service when you need it, ultimate convenience, and the right price can seem like a tall order. But Brown's Insurance Agency makes it seem easy. Personal Lines Account Manager Position Summary The primary function of this role is to grow and manage an assigned book of business by delivering exceptional service, providing informed insurance guidance, and fostering strong professional relationships. This role serves as the cornerstone of client trust and retention by aligning with the agency’s core values: Family Harmony, Integrity & Excellence, Customer Priority, and Collaborative Team Spirit. Key Responsibilities Book of Business Management Conduct regular account reviews to assess needs and opportunities. Provide exceptional service through responsive and thorough client support. Develop and maintain referral sources to drive new business. Document client files with clarity and consistency, following agency standards. Book of Business Growth Convert qualified prospects into new clients through consultative selling. Round out existing accounts by identifying and closing coverage gaps. Promote the importance and value of increased policy limits. Educate clients on optional coverages to enhance protection and retention. Respond promptly to quotes, service requests, and general inquiries. Provide concierge-style claim support by guiding clients through the process and assisting with first notice of loss, while refraining from making coverage determinations. Maintain a consistently positive attitude in all interactions. Embody the “Golden Rule” by treating others as you would want to be treated. Ensure all client communications are thoroughly documented in alignment with agency procedures. Team and Agency Support Proactively offer assistance to team members to promote a collaborative environment. Share new ideas and industry insights that could benefit team performance or client experience. Engage in agency marketing initiatives and social media efforts to support brand growth. Other duties as assigned. Qualifications High school diploma or equivalent required Minimum of 2 years of experience in personal lines account management or insurance customer service Active Property & Casualty license, or the ability to obtain the license upon being hired Understanding of personal insurance products Proficiency with an agency management system (Applied Epic), Microsoft Office Suite, and carrier portals Strong interpersonal and communication skills with a customer-first mindset Ability to manage and prioritize multiple tasks efficiently and effectively Detail-oriented with a commitment to clear and accurate documentation Sales aptitude with a focus on client education and account rounding Positive, team-oriented mindset aligned with agency core values Employment is contingent upon successful completion of a criminal background check, as permitted by law Hours: Monday-Friday, 8:00am-5:00pm Office Location: 2570-A Gaskins Road, Henrico, VA 23238 (Hybrid Work Options Available) Vision Insurance Company Paid Disability Insurance Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance 401(k) with Safe Harbor Match Paid Time Off Paid Holidays No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made. #J-18808-Ljbffr