Personal Lines Account Manager

Personal Lines Account Manager Are you looking for a stable, positive work environment where your work is appreciated and your input counts? Our client is seeking a service-driven, detail-oriented Account Manager to join our growing personal lines team. This role involves managing and servicing a book of personal lines clients with professionalism and care. At this agency, you're not just a number, you're part of a team that values long-term relationships, both with our clients and our employees. Here's what sets the agency apart: Family-Owned and Operated: leadership is local, accessible, and personally invested in your success. Growing, Not Selling: As they expand, they remain proudly independent and have no intention of selling to a large brokerage. Career Growth is Encouraged: They support continuing education, licensing, and professional development so you can grow with the agency. Team-Oriented Atmosphere: You'll work with experienced, supportive colleagues who want to see you succeed. Your Voice Matters: Employee input is welcomed and often implemented. People Stick Around: Team members have an above-average tenure because they love where they work, and it shows. Key responsibilities include: Manage and service a personal lines book of business (home, auto, umbrella, etc.) Handle policy changes, renewals, endorsements, cancellations, and billing inquiries Respond to client questions and requests in a timely, professional manner Quote new business and shop renewals as needed Maintain accurate and organized client files in the agency management system Educate clients on coverage options and provide guidance tailored to their needs Collaborate with Producers, Account Executives, and Carriers to ensure client satisfaction Stay current on carrier underwriting guidelines and industry trends Qualifications: Active Property & Casualty insurance license (required) Minimum of 2 years' experience working in an agency setting Familiarity with agency management systems (e.g., AMS360, Applied Epic) Strong customer service, communication, and organizational skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Ability to manage multiple tasks and deadlines efficiently Team-oriented with a proactive and positive attitude Bilingual (English/Portuguese) is a plus Experience working with multiple carriers and markets Summit Bridge Partners