Account Manager - Personal Lines Insurance POST NUMBER: 482986

Position Overview

We are seeking an experienced Personal Lines Account Manager to join a growing independent insurance organization. This role is responsible for delivering exceptional client service, managing existing personal insurance accounts, and helping clients maintain appropriate coverage through proactive account management.

The ideal candidate is customer-focused, detail-oriented, and thrives in a fast-paced environment while building long-term client relationships.

Key Responsibilities

• Manage a portfolio of personal lines insurance accounts and provide ongoing client support.
• Conduct annual policy reviews and recommend appropriate coverage enhancements based on clients' evolving needs.
• Assist clients with policy changes, renewals, endorsements, billing questions, and general service requests.
• Support clients throughout the claims process and help facilitate timely resolution.
• Build strong relationships by actively listening to client concerns and delivering outstanding customer service.
• Retain existing clients by identifying solutions to coverage or service-related issues.
• Process policy transactions accurately and maintain complete, up-to-date client records.
• Prepare insurance documentation including ID cards, certificates, endorsements, and related policy forms.
• Verify and update customer contact information during client interactions.
• Maintain knowledge of personal lines insurance products, carrier guidelines, licensing requirements, and industry best practices.
• Provide administrative support including answering phones, processing incoming documents, scanning, and other office responsibilities as needed.
• Collaborate with team members to support agency growth, client retention, and operational excellence.

Qualifications

• Minimum of 3 years of Personal Lines insurance experience within an independent agency or brokerage environment.
• Active Property & Casualty (P&C) license preferred or ability to obtain and maintain licensing as required.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.