PERSONAL LINES INSURANCE ACCOUNT MANAGER

Benefits:

• Competitive salary based on experience
• Supportive and team-oriented work environment
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k) matching
• Profit sharing

Personal Lines Insurance Account Manager

McDaniel Insurance Agency is seeking a dependable, customer-focused Personal Lines Insurance Account Manager to join our team. This position is ideal for someone who enjoys building relationships, solving problems, and helping clients protect what matters most to them.

Position Summary

The Personal Lines Account Manager will manage and service an existing book of personal insurance clients while helping identify opportunities to improve coverage and strengthen client relationships. The ideal candidate is organized, professional, detail-oriented, and comfortable communicating with both clients and insurance carriers.

Key Responsibilities

• Provide exceptional service to personal lines clients by phone, email, and in person.

• Manage policies including homeowners, auto, umbrella, recreational vehicle, and other personal insurance products.

• Process policy changes, endorsements, renewals, cancellations, and other service requests.

• Review renewals and coverage


• Obtain quotes and remarket accounts when appropriate.

• Explain coverage, deductibles, premiums, and policy options clearly to clients.

• Assist clients with billing, claims questions, and general policy concerns.

• Communicate with insurance carriers regarding underwriting and policy servicing.

• Maintain accurate client and policy information in the agency management system.

• Document client communications and follow up on outstanding items.

• Identify cross-selling opportunities and refer additional insurance needs when appropriate.

• Build long-term relationships by providing responsive, friendly, and professional service.

• Follow agency procedures and applicable insurance regulations.

Qualifications

• Previous insurance, customer service, or account management experience preferred.

• Property & Casualty insurance license preferred; willingness to obtain a license may be considered for the right candidate.

• Strong customer service and relationship-building skills.

• Excellent verbal and written communication skills.

• Strong organizational skills and attention to detail.

• Ability to prioritize multiple responsibilities and meet deadlines.

• Comfortable learning and using insurance agency management systems and other technology.

• Positive attitude and willingness to work as part of a team.

• Ability to handle confidential client information professionally.

What We're Looking For

We are looking for someone who takes ownership of their work and genuinely enjoys helping people. Our ideal Account Manager is proactive rather than reactive, follows through on commitments, communicates well, and understands that excellent service is the foundation of a successful insurance agency.

What We Offer

• Competitive compensation

• Generous paid time off

• Training and professional development

• Opportunities to expand insurance knowledge and responsibilities

• Supportive, team-oriented work environment

• Bonus Opportunities

• Paid Volunteer Hours

• 401K

Schedule

Full-Time

Monday through Thursday 8am-5pm
Friday 8am-2pm

How to Apply

Interested candidates should submit a resume along with a brief introduction outlining their relevant experience and interest in the Personal Lines Insurance Account Manager position.

Compensation: $20.00 - $24.00 per hour


YOUR FUTURE as an Independent Insurance Agent Starts Here

If you're looking for a career that offers flexibility, job stability and strong compensation you've come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!

Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.

This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.