Personal Lines Account Manager
Impact Performance Team, Oxford, CT, United States
Job Title
Personal Lines Account Manager
Role Overview
This is a full time Personal Lines Account Manager role based in our Oxford, CT location. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long term client relationships, and supporting retention and account growth. You will collaborate closely with Producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency.
Key Responsibilities
Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
Provide responsive, solution oriented customer support via phone, email, and in person interactions
Maintain accurate documentation within the agency management system and adhere to compliance guidelines
Partner with Producers and team members to support client retention, cross sell efforts, and overall client satisfaction
Personal Lines Account Manager
Role Overview
This is a full time Personal Lines Account Manager role based in our Oxford, CT location. As a Personal Lines Account Manager, you will be responsible for servicing and managing an existing book of personal insurance business, building long term client relationships, and supporting retention and account growth. You will collaborate closely with Producers and the service team to ensure a seamless client experience and contribute to the overall success of the agency.
Key Responsibilities
Manage and service a portfolio of personal lines accounts, ensuring accurate coverage and timely renewals
Process endorsements, policy changes, billing inquiries, and coverage updates with strong attention to detail
Conduct proactive policy reviews to identify coverage gaps and account rounding opportunities
Prepare renewal proposals and remarket accounts when necessary to ensure competitive coverage and pricing
Provide responsive, solution oriented customer support via phone, email, and in person interactions
Maintain accurate documentation within the agency management system and adhere to compliance guidelines
Partner with Producers and team members to support client retention, cross sell efforts, and overall client satisfaction