Personal Lines Account Manager

Keystone Agency Partners LLC • Troy, MI

1h • Onsite

About The Position

Mason-McBride Insurance is seeking a customer-focused, detail-oriented Personal Lines Account Manager to join its growing team. The role serves as a trusted advisor to clients, providing service throughout the policy lifecycle, including new business, renewals, policy changes, claims support, and account management. The Account Manager is expected to deliver an outstanding client experience while maintaining strong relationships with insurance carrier partners.

The position is based at the agency office at 3155 W Big Beaver Road, Suite 125, Troy, Michigan. Hours are Monday through Friday, 8:00 a.m. to 4:30 p.m.

Requirements

• High school diploma required.
• Active Michigan Property and Casualty License, or the ability to obtain the license upon hire.
• Proficiency with Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Sound judgment and decision-making skills with a client-first mindset.
• Ability to maintain confidentiality and exercise professionalism in all interactions.
• Reliable attendance and strong work ethic.
• Ability to pass a criminal background check, as permitted by law.

Nice To Haves

• Associate’s or Bachelor’s degree.
• At least 2 years of applicable Personal Lines insurance experience.
• Strong working knowledge of personal insurance products, coverages, carrier forms, and underwriting guidelines.
• Experience working with multiple insurance carriers in an independent agency setting.
• Proven ability to identify cross-selling and account-rounding opportunities.
• Experience with agency management systems, preferably Applied Epic or AMS360.

Responsibilities

• Manage a portfolio of personal lines accounts by providing prompt, accurate, and professional service.
• Maintain complete and accurate client records in the agency management system, including new business, renewals, endorsements, cancellations, reinstatements, and policy updates.
• Serve as the primary liaison between clients and insurance carriers to secure appropriate coverage solutions and resolve policy-related issues.
• Respond to client inquiries by phone, email, and other communication channels with responsiveness and accuracy.
• Review client accounts for account-rounding opportunities and additional coverage recommendations.
• Conduct renewal reviews to ensure appropriate coverage and identify retention and cross-selling opportunities.
• Assist clients with claims reporting and provide ongoing claims follow-up with empathy and professionalism.
• Process policy changes and coverage requests in compliance with carrier underwriting guidelines and agency procedures.
• Order renewals, obtain carrier approvals, and bind coverage before policy expiration.
• Collaborate with agency staff, carrier representatives, and leadership to resolve client issues and improve service delivery.
• Participate in departmental meetings, training sessions, and agency initiatives.
• Assist with training new team members as needed.
• Prioritize workload to meet deadlines and service expectations.
• Follow agency policies, procedures, and documentation standards.

Benefits

• Competitive salary
• Health insurance plans, including 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
• Education Level: High school or GED