Farm Lines Account Manager

Keystone Agency Partners LLC • Indianapolis, IN

3d • Hybrid

About The Position

The Farm Lines Account Manager manages and services a portfolio of large farm insurance accounts, including related personal and commercial lines policies. The role provides exceptional client service and ensures accounts are maintained, renewed, and protected through comprehensive insurance solutions. It contributes to agency retention and growth by building client relationships, identifying cross-selling and account-rounding opportunities, coordinating policy marketing and placement, and providing proactive risk-management guidance.

The Account Manager is the primary contact for clients and handles account analysis, proposals, policy transactions, documentation, renewals, billing questions, and claims support. The role coordinates with insurance carriers and vendors, maintains accurate records in the agency management system, and follows agency service standards and procedures. The position also requires keeping current on insurance products, carrier underwriting guidelines, industry trends, and regulatory requirements through continuing education and professional development.

The position is scheduled Monday through Friday, 8:00 a.m. to 5:00 p.m. It is eligible for a hybrid schedule for candidates within commuting distance of a McGowan office. Candidates elsewhere in Indiana may be considered for fully remote work.

Requirements

• High school diploma or equivalent required.
• Current Indiana Property and Casualty license required.
• At least 2 years of commercial lines or personal lines account management experience required.
• Thorough knowledge of brokerage operations, including procedures and applicable insurance laws and codes.
• Proficiency with Microsoft Office Suite.
• Excellent time management, organizational, verbal, and written communication skills.
• High degree of self-motivation and self-direction.
• Keen attention to detail.
• Ability to maintain confidentiality of client, financial, and employee information.
• Ability to work with occasional instruction and supervision.
• Ability to pass a criminal background check, as permitted by law.

Nice To Haves

• Associate or bachelor's degree.
• Farm insurance experience, strongly preferred.
• Experience with agency management systems, preferably Applied Epic or AMS360.
• Familiarity with carrier rating platforms and proprietary carrier systems.

Responsibilities

• Manage and service a portfolio of large farm insurance accounts, including related personal and commercial lines policies, in accordance with agency procedures and service standards.
• Serve as the primary client contact and respond promptly and professionally to inquiries by phone, email, mail, and in-person visits.
• Analyze client operations, insurance programs, and risk exposures to identify coverage gaps and recommend appropriate insurance solutions.
• Prepare insurance proposals, summaries, schedules, and other documentation for new and renewal business.
• Process new business, renewals, endorsements, cancellations, certificates of insurance, evidence of coverage, invoices, and other service requests accurately and on time.
• Maintain complete and accurate client records in the agency management system, documenting communications, activities, policy changes, and supporting documentation.
• Coordinate with insurance carriers and vendors to ensure policy transactions and service requests are processed accurately and within established timelines.
• Conduct renewal reviews, evaluate client exposures, and market renewal business with carriers as needed to secure competitive coverage and pricing.
• Assist clients with billing inquiries by researching issues, coordinating with carriers, and facilitating timely resolution.
• Support clients through the claims process by reporting first notice of loss, monitoring claim activity, coordinating with carriers, and communicating with clients through resolution.
• Monitor expiration reports, binders, and accounts receivable to ensure timely follow-up and compliance with agency guidelines.
• Help retain business by addressing cancellation requests, strengthening client relationships, and providing proactive service.
• Contribute to agency growth by identifying account-rounding and cross-selling opportunities and requesting referrals from existing clients.
• Maintain current knowledge of insurance products, carrier underwriting guidelines, industry trends, and regulatory requirements through continuing education and professional development.
• Perform other duties as assigned.

Benefits

• Competitive salary
• Health insurance plans (PPO, HSA, and copay options)
• Dental insurance
• Vision insurance
• Company-paid disability insurance
• Supplemental insurance, including critical illness, accident, legal, and pet insurance
• 401(k) with Safe Harbor match
• Paid time off
• Paid holidays

What This Job Offers

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