Office & Personal Lines Manager

Job Description

Job Description

Join Our Growing Insurance Agency

We are seeking an experienced and motivated  Office & Personal Lines Manager to lead daily agency operations while managing and growing our Personal Lines book of business. This is a key leadership position that combines sales, customer service, and office management responsibilities.

The ideal candidate is a licensed insurance professional who thrives in a collaborative, fast-paced environment and enjoys taking ownership of both client relationships and agency operations.

Position Responsibilities Personal Lines Sales

• Quote, present, and close new business opportunities across Homeowners, Auto, Umbrella, and related Personal Lines products.
• Identify client needs and recommend appropriate coverage solutions.

Quoting & Policy Processing

• Prepare accurate quotes using carrier portals and comparative rating systems.
• Process applications, bind coverage, and ensure compliance with carrier underwriting guidelines.
• Maintain complete and accurate policy documentation.

Client Service & Account Management

• Handle policy changes, endorsements, billing inquiries, cancellations, reinstatements, and other service requests.
• Deliver exceptional customer service and timely follow-up.
• Conduct policy reviews to improve retention and uncover cross-selling opportunities.

Office Management

• Oversee daily office workflow and administrative operations.
• Maintain agency procedures and ensure efficient office organization.
• Provide operational support to the agency owner and assist with agency growth initiatives.

Carrier & Vendor Relations

• Coordinate underwriting requirements, policy issues, and service-related matters.
• Maintain strong carrier relationships and stay informed on product and underwriting changes.

Compliance & Documentation

• Ensure all client files and agency records are properly documented within the agency management system.
• Maintain compliance with agency procedures, carrier requirements, and regulatory standards.

Qualifications Required

• Active Georgia Property & Casualty License
• Minimum of 5 years of Personal Lines insurance experience
• Strong knowledge of carrier portals and comparative rating systems
• Excellent communication, customer service, and relationship-building skills
• Ability to multitask and prioritize in a small, fast-paced office environment
• Proven ability to sell, follow up, and close new business opportunities

Preferred

• Previous office management, supervisory, or team leadership experience
• Experience with agency management and rating systems such as PL Rater, EZLynx, HawkSoft, or similar platforms
• Familiarity with both standard and non-standard insurance carriers

Compensation & Benefits

• Competitive salary plus performance-based bonus opportunities
• Long-Term and Short-Term Disability
• Paid Time Off (PTO)
• Paid holidays
• Continuing Education (CE) reimbursement
• Opportunity for advancement into agency leadership

If you are a licensed insurance professional looking for a leadership role with growth potential and the opportunity to make a meaningful impact, we encourage you to apply.