Associate Account Manager, Personal Lines
About The Position
The Personal Lines Account Manager supports the servicing and retention of personal insurance clients by providing outstanding customer service and day-to-day account support. This role works closely with clients, insurance carriers, and teammates to assist with policy changes, renewals, coverage questions, and ongoing client needs. This is an excellent opportunity for someone looking to build a long-term career in the insurance industry. The ideal candidate is organized, service-oriented, eager to learn, and committed to creating a positive client experience. Most importantly, you enjoy helping people and building relationships with clients and teammates.
Requirements
- Approximately 1 year of insurance, customer service, administrative, banking, retail, hospitality, or other client-facing experience.
- Interest in building a career within the insurance industry.
- Strong customer service mindset and relationship-building skills.
- Excellent verbal and written communication skills.
- Strong organizational skills and attention to detail.
- Ability to prioritize multiple tasks in a fast-paced environment.
- Proficiency with Microsoft Office and general computer systems.
- Positive attitude and willingness to learn.
Nice To Haves
- California Property & Casualty License preferred but not required.
- College degree preferred.
- Prior Personal Lines insurance experience.
- Experience working in a professional office environment.
- Experience handling customer accounts or service requests.
- Familiarity with agency management systems is a plus.
Responsibilities
- Serve as a primary point of contact for assigned personal insurance clients.
- Build and maintain positive client relationships through responsive and professional service.
- Assist clients with policy changes, endorsements, billing questions, and coverage inquiries.
- Process certificates, evidence of insurance, policy documents, and other servicing requests.
- Respond to client requests via phone, email, and other communication channels.
- Maintain accurate client records and documentation within the agency management system.
- Assist clients with reporting claims and provide updates throughout the claims process when appropriate.
- Assist with the personal lines renewal process.
- Review renewal information for accuracy and completeness.
- Communicate with clients regarding policy changes and renewal options.
- Support retention efforts by providing proactive and timely client service.
- Follow agency procedures to ensure renewals are processed accurately and on time.
- Prepare applications and supporting documentation for new and existing accounts.
- Coordinate with insurance carriers to obtain policy information and documentation.
- Assist with collecting required signatures and client paperwork.
- Maintain organized electronic client files and correspondence.
- Support agency initiatives and process improvement efforts as needed.
- Develop knowledge of personal insurance products including auto, home, renters, umbrella, and recreational vehicle coverage.
- Learn carrier guidelines, systems, and agency procedures.
- Participate in training and continuing education opportunities.
- Pursue Property & Casualty licensing if not already licensed.
Benefits
- Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness
- Voluntary Benefits, FSA Accounts, and more
- 401(k) with Company Match
- Paid Time Off
- Paid Volunteer – Philanthropic Time Off
- Paid Holidays
- Professional Development and Continuing Education Support
- Licensing Assistance and Insurance Career Development
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
