Personal Lines Account Manager

Job Description

Personal Lines Account Manager

Insurance Agency


We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.


Key Responsibilities

• Provide exceptional customer service by assisting clients with policy questions, coverage explanations, and service requests
• Review and process daily account activity, including policy changes, claims notices, auto ID cards, MVR orders, and certificates
• Review policies for accuracy and prepare them for producer delivery or direct distribution to clients
• Prepare renewal summaries, mail renewal letters, and update renewal data in the agency management system
• Quote personal lines coverage with multiple insurance carriers
• Process evidence of insurance (EOIs) and related policy documentation
• Maintain accurate and up-to-date client records in the agency management system
• Complete additional assigned duties in a timely and efficient manner

Performance Expectations

• Complete all assigned tasks accurately and on schedule
• Communicate clearly and professionally with clients, carriers, and internal team members
• Provide timely and accurate information to support producers and clients
• Process policy changes promptly and document all activity
• Ensure consistency and accuracy of client data within the agency management system

Qualifications & Experience

• Minimum of 5 years of experience in a personal lines insurance agency role
• Active Property & Casualty insurance license required
• Prior experience with an independent insurance agency
• Experience using Applied Systems agency management software preferred
• Strong organizational and administrative skills with exceptional attention to detail
• Self-motivated, adaptable, and committed to continuous learning

Knowledge, Skills & Abilities

• High school diploma required; some college coursework or insurance designations (CIC, CPCU, ARM, CISR) a plus
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and meet deadlines
• Proficient in Microsoft Office Suite and agency management systems

I look forward to having a conversation with you about your aspirations for a future career! Feel free to contact me via email, phone or text!

Please contact me at View phone number on click.appcast.io to have a conversation about this exciting career advancement opportunity, don't forget to email me your resume to View email address on click.appcast.io and reference this job in email.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.