Account Manager | Personal Lines

Required Degree High school
Manage Others No
Description The Personal Lines Account Manager is responsible for managing the complete service cycle for new and renewal personal insurance clients. This includes marketing, underwriting coordination, proposal delivery, binding, billing, and policy maintenance in Applied Epic. The role requires strong organizational skills, strict adherence to underwriting and agency standards, and proactive communication with clients and producers.
Work Performed Manage personal lines accounts throughout the entire policy lifecycle, including new business, renewals and mid‑term changes
Provide exceptional service to existing clients while supporting growth through inside/outside referrals
Assist with coverage placement, risk evaluation and recommending updates based on client needs
Prepare a nd process policy documents including binders, ID cards, EOPs and insurance summaries
Handle client billing needs- invoice processing, reconciliation and follow‑up on outstanding items
Answer incoming calls, greet walk‑ins and provide general support in a client‑facing capacity
Participateinclientandcarriermeetingsasneeded
Requirements Active Property & Casualty Insurance License (required)
Extensiveknowledgeofpersonal insurance products (home, auto, umbrella, collections, etc)
Strong organization and time managementabilities
Excellentcustomerservice, writtenandverbalcommunicationskills
Comfortable working independently and as part of a collaborativeteam
Proficiencywith Microsoft OfficeSuite(Word, Excel, Outlook)
PreferredEducation &Experience 3+years experiencewith personal lines insuranceispreferred,butnotrequired
Familiaritywith agency workflowsandmanagementsystems(e.g.,AppliedEpic)isaplus
Understandingofagencyworkflowsandprocedures
Summary Deeply Rooted to Serve
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first‑class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long‑term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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