Personal Lines Account Manager

Job Description

Job Description

American Advantage - Petersen Group is hiring for a personal lines account manager to manage, service and retain an existing book of business. This is a client-focused role for someone who enjoys building relationships, delivering exceptional service, and helping individuals and families find the right insurance solutions to protect what matters most.

We're looking for someone who exemplifies our TEAM core values (Trustworthy, Energetic, Ambitious, Mega Fast) and thrives in our fast-paced environment. Our agency structure, technology and compensation is truly unique in the industry.

Why join us:

1. Compensation: Exceptional income potential
2. Technology: Proprietary AI tools that eliminate repetitive work
3. Culture: A high-performing team built around your TEAM core values

Applicants MUST have at least 3 years experience at an insurance agency.

What You’ll Do:

• Retain and build strong relationships with existing clients through excellent customer service and proactive communication
• Recommend appropriate coverage solutions based on client needs and available insurance products
• Handle client policy changes and process them with insurance carriers
• Manage client renewals from from start to finish
• Respond to client calls and messages mega fast
• Proactively review client policies to identify coverage gaps and recommend improvements
• Identify cross-selling and upselling opportunities to ensure clients are properly protected
• Support fellow Account Managers with policy changes and client service requests

What You’ll Get:

• Exceptional earning potential through our unique compensation structure
• Access to our proprietary AI technology that streamlines daily workflows and reduces administrative work
• The opportunity to build lasting relationships with clients and make a meaningful difference in their lives
• Join an outstanding team of motivated co-workers
• The chance to grow professionally with an established, independent insurance agency
• An opportunity to contribute to the agency’s success by strengthening client relationships and retaining business

Ideal Candidate:

• 3+ years of experience working at an insurance agency with personal lines
• Personal lines insurance professional who enjoys helping people and building relationships
• Customer-focused, responsive, and committed to retaining clients
• Professional communicator who is courteous, dependable, and organized
• Detail-oriented with a strong commitment to accuracy
• Knowledgeable about personal lines insurance products, carrier guidelines, and rating procedures
• Comfortable using agency management systems, personal lines rating software, and Microsoft Office
• Proactive in identifying coverage gaps and opportunities to cross-sell and upsell
• A team player who takes ownership of responsibilities and follows through

This is more than managing insurance policies. It's an opportunity to become a trusted advisor, make a meaningful impact, and be part of one of the best teams in the industry!

American Advantage Petersen Group is a second generation family business. We are an independent insurance agency in growth mode.

Company Description

American Advantage Petersen Group is a second generation family business. We are an independent insurance agency in growth mode.