Personal Lines Account Manager

Job Description

Job Description

Are you a Personal Lines insurance professional who enjoys building strong client relationships, providing exceptional service, and helping individuals and families protect what matters most?

Our client is seeking a Personal Lines Account Manager to service existing clients, support new client relationships, and serve as a trusted resource for their insurance needs. This is an excellent opportunity for someone who combines strong insurance knowledge with attention to detail, responsiveness, and a client-first approach.

What You'll Do

• Build strong relationships with clients to maintain existing business and support the development of new accounts.
• Provide prompt, accurate, and courteous service to clients.
• Process new and renewal business, endorsement requests, and proofs of insurance.
• Review policies and endorsements for accuracy and relevance.
• Communicate professionally with insurance carriers and clients to obtain, update, and verify information needed for account servicing.
• Answer client questions regarding insurance coverage, policies, and individual insurance needs.
• Respond to carrier underwriting questions regarding client accounts.
• Assist with claims processing when applicable.
• Support marketing and remarketing efforts as needed.
• Stay informed about new Personal Lines products, coverages, and industry developments.
• Identify opportunities to cross-sell additional coverage and services based on client needs.
• Maintain accurate account documentation and follow established quality-control standards.
• Participate in continuing education and ongoing professional development.
• Assist with additional projects and responsibilities as needed.

What We're Looking For

• Personal Lines insurance experience preferred.
• Current Property & Casualty Insurance License preferred; licensing assistance may be available for the right candidate.
• High school diploma required; two years of college or two years of insurance industry experience preferred.
• Ability to understand and analyze insurance coverages, forms, policies, and endorsements.
• Strong attention to detail and respect for confidential information.
• Excellent written and verbal communication skills.
• Strong organization and time-management skills.
• Proficiency with Microsoft Office, including Outlook, Word, Excel, and Teams.
• A client-focused approach with the ability to build and maintain strong professional relationships.

About the Company

• People-First Culture: Join an organization that puts people, relationships, and doing the right thing at the center of its business.
• National Reach: Be part of a growing organization with resources and expertise spanning markets across the country.
• Client-Focused Approach: Work with a team committed to helping clients protect what matters most through thoughtful, personalized insurance solutions.
• Growth & Development: Build your insurance expertise through ongoing learning, continuing education, and professional development.
• Collaborative Environment: Work alongside knowledgeable insurance professionals who value teamwork, communication, and shared success.
• Opportunity to Make an Impact: Play an important role in delivering the responsive, trusted service that helps create lasting client relationships.