Personal Lines Account Manager

The Vanguard Agency is looking for an experienced Personal Lines Account Manager to join our team.

This role is focused on managing and retaining an existing book of personal insurance clients while providing strong service and identifying opportunities to grow each account.

Responsibilities include:

Managing an assigned book of personal lines business

Handling renewals, endorsements, policy changes, and client requests

Reviewing coverage and identifying gaps

Helping clients with auto, home, umbrella, and other personal insurance needs

Shopping and remarketing accounts when needed

Working with carriers on quotes and policy issues

Following up on renewals and cancellations

Cross selling additional coverage when appropriate

Keeping accurate notes and follow ups in our CRM

Working closely with our customer service and sales team

What we are looking for:

Personal lines insurance experience

Strong customer service and communication skills

Strong follow up and attention to detail

Ability to manage multiple clients and renewals

Comfortable communicating by phone, email, and text

Ability to take ownership of an assigned book of business

Experience with multiple insurance carriers is a plus

We are looking for someone who is organized, dependable, and understands that strong service, retention, and account growth are all important parts of managing a personal lines book.

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