Account Manager- Personal Lines [Remote]

We’re a full-service independent insurance agency seeking a customer-focused and detail-oriented professional to support our Insurance Producers in the sales and service of Personal Lines accounts. In this role, you’ll build a deep understanding of each client’s coverage needs, along with carrier rating programs and underwriting guidelines, allowing you to deliver tailored insurance solutions.

You’ll play a key role in marketing and placing both new and renewal business while providing prompt, accurate, and high-quality service that strengthens client relationships. This is a hybrid position offering a flexible blend of in-office collaboration and remote work.

Responsibilities:

• Manage the full lifecycle of Personal Lines accounts, including new business setup, renewals, and ongoing service 
• Coordinate renewal processes and collaborate with producers on strategy and client meetings 
• Communicate with clients through calls, emails, and written correspondence to ensure excellent service 
• Oversee billing and collections in partnership with producers 
• Prepare submissions for marketing and assist with placing coverage 
• Handle policy changes, endorsements, and premium-bearing transactions with carriers and clients 
• Manage policy binding for renewals (when not assigned to a centralized marketing team) 
• Address non-renewals and provide guidance to clients and producers 
• Support premium audits and communicate large audit changes 
• Maintain accurate documentation and file organization within Applied Epic
• Review policy checklists and coordinate updates with internal support teams 
• Collect required documentation (LPRs) from clients 
• Perform other duties as assigned to support the team and client needs

Requirements

• Active Property & Casualty Insurance License 
• Minimum of 2 years of insurance industry experience 
• High school diploma or equivalent required; college degree preferred 
• Experience with Applied Epic required
• Proficiency in Microsoft Office (Word, Excel, Outlook) 
• Strong organizational skills with the ability to manage multiple priorities and deadlines 
• Excellent written and verbal communication skills 
• A proactive, self-starter mindset with strong attention to detail 
• Ability to work both independently and collaboratively in a team environment 
• Willingness to take initiative and contribute to process improvements