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Account Manager

The Juris Agency

Job Description Lighthouse Insurance Agency is looking for an experienced Personal Lines Account Manager to manage a book of personal auto, home, and umbrella accounts in our Fairfield, OH office. This role is for someone who already knows the rhythm of personal lines servicing — renewals, endorsements, claims support, carrier relationships — and is ready to run with an established book from day one with minimal ramp-up. You’ll be the client's trusted point of contact and the reason they stay with Lighthouse year after year. We’re looking for someone who brings both relationship warmth and operational discipline — the kind of person who catches a coverage gap before the client ever notices it. As part of applying, you’ll complete a short assessment that helps us confirm the fit is right on both sides before we move forward. Benefits Paid Time Off (PTO) Dental Insurance Parental Leave Hands on Training Mon-Fri Schedule Retirement Plan Responsibilities Care for an assigned book of personal lines clients, independently handling policy changes, endorsements, and coverage questions Proactively manage the renewal cycle — reviewing coverage gaps, flagging rate changes, and reaching out ahead of issues Issue certificates of insurance and evidence of coverage as needed Guide clients through claims intake and the first steps after a loss Actively identify and act on cross-sell and account-rounding opportunities (auto, home, umbrella, life) Maintain accurate, up-to-date client records in our agency management system Communicate promptly and professionally across phone, email, and text — most clients expect a same-day response Partner directly with producers and underwriters across our carrier partners to resolve issues quickly Mentor newer team members as the agency grows Maintain full compliance with agency documentation standards on every account touch Requirements Active Ohio Property & Casualty insurance license required 1+ year of personal lines account management or CSR experience required Working knowledge of personal lines carriers, coverage forms, and rating factors Strong attention to detail — this role involves policy documents and coverage nuances where accuracy matters Excellent verbal and written communication skills, with a genuine, client-first tone Proven ability to manage a high volume of client interactions while staying organized under pressure Experience with agency management systems (AMS360, EPIC, Momentum/NowCerts, or similar) preferred A team-oriented mindset with the confidence to work independently High school diploma required; associate's or bachelor's degree a plus #J-18808-Ljbffr

Vacancy posted 3 days ago
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