Personal Insurance Account Manager

Personal Insurance Account Manager Job Description Template

Our company is looking for a Personal Insurance Account Manager to join our team.


  • Develop and maintain relationships with clients to ensure that all service needs are met;
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives;
  • Prepare all transactions for assigned accounts, i.e. applications, invoices, forms;
  • Prepare policy quotes based on client’s needs, rates and coverages;
  • Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients;
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company;
  • May handle collections of premiums due;
  • Gather information from clients and prepare applications regarding new and/or renewal coverage;
  • Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals;
  • Maintain the accuracy of data in the agency management system;
  • Other responsibilities as assigned by Manager.


  • Experience with Excel and Word;
  • Experience servicing personal accounts within an insurance agency;
  • Producers license;
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment;
  • Thorough knowledge of personal lines coverages and markets;
  • Experience with an electronic agency management system.