
Personal Lines/ Commercial Lines Account Manager
South Carolina Insurance Brokers, Greenville, SC, United States
We are seeking experienced team members to fill the roles of Personal Lines Account Manager and Commercial Lines to service and manage an existing book of business within our independent insurance agency. This position is responsible for daily service work, renewals, remarketing, and client support for personal insurance accounts including home, auto, umbrella, and other personal coverages.
The ideal candidate will be detail-oriented, organized, and comfortable working in a fast-paced agency environment. This role works closely with producers, company underwriters, and other service staff to provide excellent customer service and maintain strong client retention.
Manage assigned book of accounts
Handle policy changes, endorsements, renewals, cancellations, and reinstatements
Review renewals and remarket accounts when needed to maintain competitive pricing and coverage
Provide coverage recommendations to clients based on their needs
Quote new business and rewrite business with multiple carriers
Prepare proposals and review coverage options with clients
Answer client questions regarding billing, claims, and coverage
Work with insurance carriers to obtain quotes, make changes, and resolve issues
Issue certificates, ID cards, binders, and policy documents
Maintain accurate documentation in the agency management system
Assist producers with new business quoting and service needs
Follow agency procedures for documentation, invoicing, and collections
Maintain strong relationships with carrier underwriters and service teams
Help maintain high retention on assigned book of business
Stay current on company guidelines, coverage changes, and industry updates
Participate in team meetings and training as needed
Manage assigned book of commercial lines accounts, primarily small to mid-size business clients
Handle renewal process from start to finish, including: Reviewing current coverage
Gathering updated information from client
Marketing to carriers when needed
Preparing proposals
Binding coverage and issuing certificates / policies
Provide prompt, professional service to clients by phone, email, and in person
Answer coverage questions and explain policy changes to clients
Make coverage recommendations based on client needs and exposures
Work with insurance carriers to obtain quotes, endorsements, and underwriting approvals
Maintain accurate client records in the agency management system
Process endorsements, cancellations, reinstatements, audits, and billing questions
Prepare certificates of insurance, auto ID cards, and other policy documents
Assist producers with new business submissions and quoting
Maintain strong relationships with company underwriters and carrier partners
Follow agency procedures for documentation, invoicing, and collections
Help maintain high client retention on assigned accounts
Attend team meetings and training as required
About Our Agency We are an independent insurance agency representing multiple insurance companies and serving clients throughout South Carolina and surrounding states. Our agency is growing through both organic business and acquisitions, and we are building a strong service team to support that growth.
We value teamwork, strong customer relationships, and employees who take pride in providing excellent service.
Qualifications 3+ years experience in a Property & Casualty insurance agency preferred
Active Property & Casualty license required
Experience with personal lines coverages or commercial lines coverages
Experience working with an Agency Management System (AMS360, Applied, EZLynx, HawkSoft, or similar)
Comfortable working with multiple carrier websites and rating systems
Strong attention to detail
Good communication and customer service skills
Ability to handle multiple tasks at the same time
Microsoft Office experience required
Preferred Traits Organized and dependable
Positive attitude and team player
Able to work in a fast-paced agency environment
Willing to help wherever needed
Strong work ethic
Professional with clients and coworkers
Competitive salary based on experience
Paid time off and holidays
Health insurance (if offered)
Retirement plan / Simple IRA / 401k (if offered)
Licensing and continuing education support
Opportunity for growth within the agency
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