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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