Personal Lines Account Manager

Personal Lines Account Manager

We are seeking an experienced and service-driven Personal Lines Account Manager to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.

Key Responsibilities

• Provide exceptional customer service by assisting clients with policy questions, coverage explanations, and service requests
• Review and process daily account activity, including policy changes, claims notices, auto ID cards, MVR orders, and certificates
• Review policies for accuracy and prepare them for producer delivery or direct distribution to clients
• Prepare renewal summaries, mail renewal letters, and update renewal data in the agency management system
• Quote personal lines coverage with multiple insurance carriers
• Process evidence of insurance (EOIs) and related policy documentation
• Maintain accurate and up-to-date client records in the agency management system
• Complete additional assigned duties in a timely and efficient manner

Performance Expectations

• Complete all assigned tasks accurately and on schedule
• Communicate clearly and professionally with clients, carriers, and internal team members
• Provide timely and accurate information to support producers and clients
• Process policy changes promptly and document all activity
• Ensure consistency and accuracy of client data within the agency management system

Qualifications & Experience

• Minimum of 5 years of experience in a personal lines insurance agency role
• Active Property & Casualty insurance license required
• Prior experience with an independent insurance agency
• Experience using Applied Systems agency management software preferred
• Strong organizational and administrative skills with exceptional attention to detail
• Self-motivated, adaptable, and committed to continuous learning

Knowledge, Skills & Abilities

• High school diploma required; some college coursework or insurance designations (CIC, CPCU, ARM, CISR) a plus
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and meet deadlines
• Proficient in Microsoft Office Suite and agency management systems