Licensed Personal Lines Insurance Account Manager

Job Description We are seeking a licensed Personal Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you! Why Join Klinger Insurance Group? At Klinger Insurance Group, we’ve been proudly serving our clients since 1993. As a well-established and trusted company, we offer a competitive salary, comprehensive benefits, professional growth opportunities, and a supportive work environment. We value our team and foster a culture of collaboration, respect, and recognition. At Klinger Insurance Group, you’re not just an employee—you’re part of a family that cares about your success. Come grow with us—we love our team, and we know you will too! Benefits Paid Time Off (PTO) Mon-Fri Schedule Evenings Off Career Growth Opportunities Health Insurance Dental Insurance Life Insurance Hands on Training Retirement Plan Costco Membership Bonuses Based on Performance Job Stability in a Growing Industry Responsibilities Manage a portfolio of personal lines insurance accounts, including homeowners, auto, umbrella, and other personal insurance products Build and maintain strong relationships with clients, insurers, and internal stakeholders Assess client needs and recommend appropriate coverage options Provide prompt, courteous, and professional service to clients, including responding to inquiries, processing policy changes, and resolving issues Stay current on industry trends, regulations, and best practices Collaborate with team members to achieve department goals and objectives Ensure the accuracy of client data and documentation in the agency management system Assist with the renewal process, including policy reviews and remarketing as needed Retention of existing accounts is the #1 priority: maintain consistent and quality service to customers and maintain 90% or better retention. Identify rounding/upsell and cross-sell opportunities and process as required. Renew and/or requote existing client accounts that fall within the assigned client list Quote, follow up, and write new business within 48 hours. Generate endorsements, certificates, and binders at clients' request. Respond to customers' billing questions, generate invoices, and assist with payments when necessary. Facilitate claims reporting between customers and carriers, and ensure accurate and complete documentation in agency records. Other duties as assigned. Requirements Property & Casualty License is required Active Personal Lines Insurance License Proven experience as a Personal Lines Account Manager or similar role for at least 2 years Strong understanding of personal lines insurance products and coverage options Proficiency in insurance agency management systems (Applied EPIC and Microsoft Office Suite Excellent communication and interpersonal skills Ability to prioritize and manage multiple tasks in a fast-paced environment Detail-oriented with strong organizational, time management skills and problem-solving skills Client focus and has a positive mindset Exceed current and prospective client expectations. Team Player that enjoys a fast-paced environment. High school diploma or GED required Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. CISR, CIC or CPCU designation a plus Previous Experience working for an Independent Agent is a plus Multilingual is a plus Skills needed: Excellent interpersonal skills - to ensure visitors have good first impressions and feel welcomed. Excellent organizational skills Excellent communication skills both written and oral Good Listening Skills Multitasking skills Time Management Skills Problem-Solving Skills Positive Attitude and High Energy Tech-savvy #J-18808-Ljbffr The Juris Agency