Personal Lines Account Manager
About The Position
As a Personal Lines Account Manager, you'll be a trusted resource for clients throughout the policy lifecycle, helping them navigate coverage needs, service requests, renewals, and policy changes with confidence. Your expertise and responsiveness will play a key role in strengthening client relationships, supporting retention, and ensuring every interaction reflects the high level of service clients expect. In this role, you'll manage a personal lines book of business while partnering with clients, carriers, and internal team members to deliver accurate, timely support. You'll leverage agency systems, carrier platforms, and your insurance knowledge to help clients protect what matters most while supporting the continued growth and success of the agency.
Requirements
- Active Pennsylvania Property & Casualty insurance license.
- Associate degree.
- Strong knowledge of personal lines insurance products, coverages, rating practices, policy servicing, and carrier procedures.
- Experience using Microsoft Office Suite and carrier online platforms.
- Excellent written, verbal, and interpersonal communication skills.
- Strong organizational skills with exceptional attention to detail and accuracy.
- Ability to work independently, manage competing priorities, and maintain a high level of client service.
Nice To Haves
- 2+ years of personal lines insurance experience.
- Experience with the EPIC agency management system.
- Experience marketing new and renewal business, including carrier selection and coverage analysis.
- Comparative rating and technical insurance expertise.
- Demonstrated success building strong relationships with clients, carriers, and internal partners.
Responsibilities
- Manage and service a portfolio of personal lines accounts while delivering responsive, high-quality client support.
- Review new business and renewal policies for accuracy and coordinate corrections to ensure proper coverage and documentation.
- Process endorsements, policy changes, billing inquiries, and service transactions with precision and efficiency.
- Build strong relationships with clients, carriers, and colleagues that contribute to long-term retention and client satisfaction.
- Market new and renewal business by evaluating carrier options, comparing coverage solutions, and supporting placement strategies.
- Guide clients through claim-related questions and connect them with appropriate carrier resources throughout the claims process.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
