Personal Lines Account Specialist (Insurance)

Personal Lines Account Specialist (Insurance) About Artemis Insurance Artemis Insurance is a trusted provider of personalized insurance solutions for individuals and businesses. With decades of industry experience, we specialize in home, auto, life, and commercial coverage designed to protect what matters most. Our culture is built on integrity, collaboration, and a commitment to exceptional service. We believe our people are our greatest strength, and we invest in our employees’ growth, development, and long‑term success at every stage of their careers. At Artemis Insurance, you will join a team that values relationships, innovation, and making a meaningful difference for the clients and communities we serve. Who Thrives at Artemis Insurance At Artemis Insurance, we value individuals who take pride in their work and are committed to delivering excellent service to our clients and teammates. Our team members approach their responsibilities with professionalism, integrity, and a strong sense of accountability. People who thrive here are collaborative, dependable, and motivated to contribute to a positive and supportive team environment. They are open to learning, adaptable to change, and committed to continuous improvement as both professionals and team members. Application Requirement To be considered for this position, all applicants must complete the Culture Index Assessment as part of our hiring process. The Culture Index helps us better understand your work style, strengths, and natural preferences. This information helps us align candidates with roles where they can succeed and contribute most effectively. Please Note: Applications will not be reviewed or considered until the Culture Index Assessment has been completed. About the Role The Personal Lines Insurance Account Specialist provides administrative and client service support to the Personal Lines team by assisting with insurance account servicing and policy administration. This position reports to the Service Manager and works closely with the Personal Lines Service Team and Account Managers. This role plays an important part in supporting the agency’s operations by assisting with policy servicing, processing policy changes, supporting claims inquiries, and ensuring accurate documentation of client accounts while maintaining a high level of customer service. What Success Looks Like in This Role Providing responsive and professional support to clients by assisting with policy inquiries, updates, and service requests. Maintaining accurate and up-to-date policy documentation, client records, and system information in accordance with agency and carrier guidelines. Supporting Account Managers and team members by completing administrative tasks efficiently and ensuring timely processing of policy changes and renewals. Assisting clients through basic claims inquiries and coordinating with carriers to help ensure a smooth claims process. Contributing to a positive client experience by responding promptly, communicating clearly, and maintaining attention to detail in all service activities. Essential Duties and Responsibilities Assist clients with routine inquiries, basic policy updates, and general account servicing requests. Respond to client communications via phone, email, or in-person to provide policy information or resolve service-related questions. Process policy changes, renewals, endorsements, and cancellations by coordinating with insurance carriers and updating internal systems. Review policy documentation and client information to ensure accuracy and compliance with agency and regulatory standards. Assist clients during the claims process by providing guidance on claims filing and coordinating communication between clients and insurance carriers. Maintain accurate and up-to-date client records, policy details, and supporting documentation in the agency management system. Support Account Managers and team members with administrative tasks including preparing policy quotes, documentation, and client correspondence. Assist with gathering necessary information for underwriting or policy servicing and ensuring all required documentation is properly completed. Work effectively in a fast‑paced environment while managing multiple priorities and maintaining a high level of service and accuracy. This description is not intended to be an exhaustive list of duties and responsibilities. Employees may be assigned additional responsibilities as needed to support business operations. Skills and Attributes Strong customer service skills with the ability to respond to client inquiries promptly and professionally. Excellent attention to detail to ensure policy accuracy, documentation completeness, and regulatory compliance. Strong verbal and written communication skills to effectively explain policy information and assist clients. Strong organizational and time management skills with the ability to manage multiple tasks and priorities. Ability to work effectively with agency management systems such as Applied Epic, AMS360, or similar CRM platforms, along with Microsoft Office applications. Problem‑solving skills with the ability to assist clients and coordinate with carriers to resolve policy or claims‑related inquiries. Working knowledge of personal lines insurance products including homeowners, auto, renters, and umbrella coverage. Ability to collaborate with Account Managers, carriers, and internal team members to support client needs and agency operations. Education An associate degree or bachelor’s degree in business, finance, insurance, or a related field is preferred. Equivalent professional experience in the insurance industry may be considered in place of formal education. Experience A minimum of 1 year of experience working in an independent insurance agency or 3 years of experience in a captive insurance agency environment is preferred. Experience servicing personal lines insurance policies such as homeowners, auto, or umbrella coverage. Certificates, Licenses, and/or Specialized Requirements An active and valid Property and Casualty Insurance License is required. Texas License is preferred. Basic knowledge of personal lines insurance products and agency servicing procedures is preferred. What We Offer At Artemis Insurance, we believe our people are our greatest asset. We are committed to supporting our team members both professionally and personally. Competitive Compensation A competitive salary and benefits package designed to recognize your experience, performance, and contributions. Comprehensive Benefits Medical, dental, and vision coverage, along with additional benefit options to support your health and well‑being. Retirement Planning 401(k) with company contributions up to 4% to help you plan for the future and immediate vesting. Paid Time Off Generous PTO and 12 paid holidays so you can recharge and maintain a healthy work‑life balance. Professional Development Access to our In‑house Corporate Trainer , personalized development opportunities, and internal career growth pathways. Collaborative Culture A supportive and team‑oriented environment where your ideas and contributions are valued. Community Engagement 16 hours of additional paid volunteer time annually, plus company‑sponsored community initiatives and events. Physical Requirements This role may require sitting for extended periods, working at a computer, and occasionally lifting or moving items up to 10 pounds. Work Environment and Schedule This position may operate in an in‑office, hybrid, or fully remote environment depending on the role, department, and business needs. Standard business hours at Artemis Insurance are typically Monday through Friday; however, schedules may vary by department, office location, or operational requirements. Specific work arrangements, schedules, and location expectations will be discussed during the interview process. Equal Opportunity Employer Artemis Insurance is an equal opportunity employer and is committed to creating an inclusive workplace. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. Work Authorization Applicants must be legally authorized to work in the United States. Artemis Insurance does not currently sponsor employment visas. Ready to Join Our Team? If you are interested in building your career with Artemis Insurance, we encourage you to apply today. As part of our hiring process, applicants must complete the Culture Index Assessment listed above. We look forward to learning more about you and how you can contribute to our growing team. #J-18808-Ljbffr