Personal Lines Account Manager
Capital Insurance Services
Job Description
Job Description
The Personal Lines Account Manager will be a key member of a small, focused team handling a variety of personal lines insurance policies including homeowners, automobile, renters, condo, and umbrella coverage. This role involves comprehensive client management, policy administration, and risk assessment while providing dedicated support to underwriting and sales efforts without requiring travel. The position offers growth opportunities towards senior account management or transitions into sales and business development roles.
Responsibilities
- Manage client relationships and deliver exceptional customer service
- Administer policies accurately, ensuring timely renewals and updates
- Conduct risk assessments to support underwriting decisions
- Support sales activities and business development initiatives
- Oversee renewals management to maintain client retention
- Facilitate underwriting support and documentation processes
- Utilize industry-specific insurance software and general office tools
Required Qualifications
- 5+ years of experience in personal lines insurance
- Valid Property and Casualty License
Preferred Qualifications
- High school diploma or equivalent
- Experience with policy administration and customer service
- Familiarity with sales support and insurance software
- Strong attention to detail and problem-solving skills
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