Personal Lines Account Manager

Personal Lines Account Manager

This is an opportunity to join an established, independent insurance agency serving the Mason and broader Michigan market for nearly 80 years. The agency operates with a nine-person team and provides both personal and commercial lines coverage. This position is open due to sustained service demand and backlog. The agency is experiencing increased service volume, endorsement processing delays, quoting strain, and phone coverage challenges. A strong hire directly impacts retention, responsiveness, and operational stability. This is not a sales-only role. This is a true servicing and account management position.

The Personal Lines Account Manager is responsible for day-to-day servicing of personal lines clients. This includes quoting, re-quoting, endorsements, payment processing, inbound call handling, and general account maintenance. The role requires hands-on daily use of Applied Epic. System proficiency is not optional. This position exists to: • Reduce service backlog • Improve endorsement turnaround • Support quoting responsiveness • Strengthen client retention • Relieve operational strain on ownership

Key Responsibilities

• Process policy endorsements accurately and efficiently • Handle policy changes and updates • Provide coverage explanations to clients • Support renewals and policy adjustments

• Quote new personal lines policies • Re-quote existing accounts • Work with multiple carriers • Ensure competitive placement

• Accept and process client payments • Maintain accurate documentation

• Answer inbound client calls • Support general front-office coverage • Assist with walk-in inquiries

• Daily operation of Applied Epic • Maintain accurate account documentation • Navigate rating and carrier interfaces

Skills, Knowledge and Expertise

• Active Michigan Property and Casualty License • Applied Epic experience • Personal lines servicing experience • Comfortable working onsite five days per week in Mason, Michigan

• Two or more years of personal lines servicing experience • Commercial lines exposure • Cross-selling experience • Multi-carrier quoting familiarity

Benefits

Eligibility begins after 90 days: • Health insurance, 100 percent employer-paid for employee • Dental insurance • Life insurance • Short-term disability • SIMPLE IRA with 3 percent match

Background Requirements

• Must hold active Michigan licensure • Must be eligible for employment in the United States

Ideal Candidate Profile

• Stable work history • Service-oriented, not purely sales-driven • Comfortable in small team environments • Self-directed and accountable • Comfortable with direct access to ownership • Values long-term employment Candidates seeking hybrid or remote-only work will not be considered.