Account Manager: Personal Lines (Experienced - minimum 2 years)

Harbin Insurance • Tyrone, GA

3d • Hybrid

About The Position

Join our family-owned, independent insurance agency in Tyrone, GA, where you'll be part of a team that genuinely cares about our clients, our community, and one another. We are looking for a Personal Lines Account Manager who enjoys helping clients protect what matters most while providing a high level of service and expertise. At Harbin Insurance, you'll find a collaborative culture, opportunities for professional growth, and a team that values integrity, accountability, and client care. The Personal Lines Account Manager is responsible for managing and servicing an assigned book of personal insurance clients while delivering exceptional customer service and supporting account retention efforts. This role works closely with clients, insurance carriers, and internal team members to ensure accurate coverage placement, policy servicing, and proactive account management.

Requirements

• High School Diploma or GED
• Active Property & Casualty Insurance License
• Two or more years of insurance industry experience
• Excellent written and verbal communication skills
• Strong computer and organizational skills
• Builds strong relationships with clients and teammates
• Is highly organized and detail-oriented
• Enjoys solving problems and finding solutions
• Communicates clearly and professionally
• Takes initiative and follows through
• Thrives in a collaborative, team-focused environment
• Has prior insurance industry experience and a desire to continue learning

Nice To Haves

• Associate's or Bachelor's Degree
• Insurance industry designation (CISR, CIC, CRM, or similar)
• Experience servicing personal lines insurance accounts

Responsibilities

• Manage and service an assigned book of personal lines insurance accounts.
• Provide outstanding customer service through timely, professional communication.
• Review policy renewals and identify opportunities to improve or expand client coverage.
• Process policy changes, endorsements, renewals, cancellations, and new business requests.
• Prepare quotes, coverage comparisons, and insurance proposals.
• Work directly with insurance carriers to resolve client issues and advocate for client needs.
• Support account retention by proactively addressing coverage concerns and service needs.
• Identify opportunities for account rounding and additional coverage recommendations.
• Follow agency workflows and procedures while maintaining a high degree of accuracy and attention to detail.
• Maintain complete and accurate documentation within agency management systems.
• Assist with premium allocations, payment schedules, and resolution of accounting discrepancies as needed.
• Maintain confidentiality of all client, employee, carrier, and agency information.
• Consistently demonstrate professionalism, reliability, and a positive team-oriented attitude.
• Participate in continuing education and professional development opportunities.

Benefits

• Group Health Insurance
• 401(k) Plan
• Company-paid Continuing Education
• Group Life Insurance
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Hybrid work schedule eligibility after six months, based on performance and business needs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED