Personal Lines Account Manager (Insurance)

Personal Lines Account Manager

The Personal Lines Account Manager is responsible for providing exceptional service and support to clients by managing personal insurance accounts and ensuring their coverage needs are met. This position reports to the Service Manager and works closely with the Personal Lines Service Team.

This role plays an important part in supporting the agency's success by building strong client relationships, assisting with policy servicing and renewals, and identifying opportunities to enhance client coverage and retention.

What Success Looks Like in This Role

• Successfully managing a portfolio of personal lines insurance accounts while delivering responsive and high-quality service to clients.
• Building strong client relationships through proactive communication, policy reviews, and timely resolution of client inquiries or concerns.
• Identifying opportunities to enhance client coverage and recommending appropriate insurance solutions that protect clients and their assets.
• Maintaining accuracy in policy documentation, endorsements, renewals, and client communications while adhering to agency and carrier guidelines.
• Contributing to agency growth by supporting client retention efforts and identifying opportunities for cross-selling and referrals.

Essential Duties and Responsibilities

• Serve as the primary point of contact for clients, addressing questions, concerns, and service requests related to personal lines insurance policies.
• Respond to client inquiries promptly and provide solutions that support a positive client experience and one-call resolution whenever possible.
• Prepare and process quotes, applications, endorsements, policy changes, payments, and other policy servicing requests in accordance with agency and carrier guidelines.
• Review policies and renewals with clients to ensure appropriate coverage and identify potential coverage gaps.
• Analyze client needs and recommend coverage enhancements or modifications to better protect clients and their assets.
• Research and resolve complex service issues by coordinating with carriers and internal teams as needed.
• Maintain working knowledge of personal lines insurance products including home, auto, flood, umbrella, and related coverages.
• Support agency growth by identifying cross-selling opportunities and encouraging client referrals when appropriate.
• Work effectively in a fast-paced environment while managing multiple priorities and maintaining accuracy in documentation.

This description is not intended to be an exhaustive list of duties and responsibilities. Employees may be assigned additional responsibilities as needed to support business operations.

Skills and Attributes

• Strong verbal and written communication skills with the ability to interact professionally with clients, carriers, and team members.
• Exceptional customer service skills with a commitment to building and maintaining strong client relationships.
• Strong attention to detail and organizational skills to ensure accurate policy documentation and compliance with industry standards.
• Problem-solving abilities with the capacity to assess client needs and recommend appropriate insurance solutions.
• Effective time management skills with the ability to prioritize tasks and manage multiple responsibilities in a fast-paced environment.
• Ability to identify cross-selling opportunities and support agency growth while maintaining a client-first approach.
• Proficiency in insurance agency management systems such as Hawksoft, EZLynx, Applied Epic, or similar platforms, along with Microsoft Office applications.
• Working knowledge of personal lines insurance products including homeowners, auto, renters, flood, and umbrella policies.
• Ability to adapt to changing client needs, carrier guidelines, and agency processes while maintaining a positive and collaborative attitude.
• Ability to work effectively in a call queue environment while maintaining a high level of client service.

Education

• An associate degree or bachelor's degree in business, finance, insurance, or a related field is preferred. Equivalent professional experience in the insurance industry may be considered in place of formal education.

Experience

• A minimum of 2 years of experience working in an independent insurance agency or 5 years of experience in a captive insurance agency environment is preferred.
• Experience managing personal lines insurance accounts and servicing policies such as homeowners, auto, flood, and umbrella coverage is required.

Certificates, Licenses, and/or Specialized Requirements

• An active and valid Property and Casualty Insurance License is required. Texas License preferred.
• A strong understanding of personal lines insurance products and industry practices.

What We Offer

At Artemis Insurance, we believe our people are our greatest asset. We are committed to supporting our team members both professionally and personally.

Competitive Compensation A competitive salary and benefits package designed to recognize your experience, performance, and contributions.

Comprehensive Benefits Medical, dental, and vision coverage, along with additional benefit options to support your health and well-being.

Retirement Planning 401(k) with company contributions up to 4% to help you plan for the future and immediate vesting.

Paid Time Off Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work-life balance.

Professional Development Access to our In-house Corporate Trainer, personalized development opportunities, and internal career growth pathways.

Collaborative Culture A supportive and team-oriented environment where your ideas and contributions are valued.

Community Engagement 16 hours of additional paid volunteer time annually, plus company-sponsored community initiatives and events.

Physical Requirements

This role may require sitting for extended periods, working at a computer, and occasionally lifting or moving items up to 10 pounds.

Work Environment and Schedule

This position may operate in an in-office, hybrid, or fully remote environment depending on the role, department, and business needs. Standard business hours at Artemis Insurance are typically Monday through Friday; however, schedules may vary by department, office location, or operational requirements. Specific work arrangements, schedules, and location expectations will be discussed during the interview process.

Equal Opportunity Employer

Artemis Insurance is an equal opportunity employer and is committed to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Work Authorization

Applicants must be legally authorized to work in the United States. Artemis Insurance does not currently sponsor employment visas. Ready to Join Our Team?

If you are interested in building your career with Artemis Insurance, we encourage you to apply today. As part of our hiring process, applicants must complete the Culture Index Assessment listed above. We look forward to learning more about you and how you can contribute to our growing team.