Personal Lines Account Manager

The Allen Thomas GroupAkron, OH
Hybrid

About The Position

Personal Lines Account Manager We are a mid-sized independent insurance agency committed to delivering personalized coverage solutions and exceptional service to our clients. We represent a wide range of top-rated carriers, giving us the flexibility to find the right fit for every customer. We are seeking a motivated, client-focused Personal Lines Account Manager to join our team and help drive continued growth. About Our Agency As an independent agency, we are not captive to any single carrier — we advocate for our clients by shopping the market to find them the best combination of coverage, price, and service. Our team is our greatest asset, and we foster a collaborative, supportive culture where your success is our success. We are growing, and we want the right people to grow with us.

Requirements

  • Active Property & Casualty license required
  • Minimum 3–5 years of experience in personal lines insurance, preferably at an independent agency
  • Familiarity with agency management system: Applied Epic (e.g. HawkSoft, AMS360, or similar)
  • Experience with comparative raters and national quoting platforms
  • Strong knowledge of personal auto, homeowners, umbrella, and related products
  • Excellent written and verbal communication
  • Strong organizational skills and attention to detail
  • Ability to manage a high volume of client interactions
  • Proficiency with technology and agency software
  • Sound understanding of underwriting and coverage guidelines
  • Self-motivated with a proactive, sales-oriented mindset
  • Client-first attitude with genuine care for outcomes
  • Problem-solver who stays calm under pressure
  • Team player who contributes to a positive agency culture
  • Adaptable and eager to grow with the agency

Nice To Haves

  • Insurance designations (CISR, CPCU, CIC) are a plus
  • Experience working with luxury and high net worth individuals preferred (Home and Auto)

Responsibilities

  • Serve as the primary service contact for personal lines clients
  • Conduct proactive renewal reviews — especially with top-tier clients — to ensure adequate coverage and identify gaps
  • Process endorsements, coverage changes, cancellations, and reinstatements accurately and promptly
  • Respond to client inquiries in a timely, professional manner and resolve issues with carriers
  • Maintain accurate, up-to-date client records in the agency management system
  • Build long-term relationships that drive loyalty, referrals, and multi-policy households
  • Proactively communicate with clients ahead of renewals to review their needs and prevent unexpected lapses
  • Educate clients on coverage options, policy changes, and the value of working with an independent agency
  • Partner with other team members to identify cross-sell opportunities across the agency

Benefits

  • Health, dental, and vision insurance
  • IRA retirement plan
  • Paid vacation and flexible time off
  • Ongoing professional development support, including designation study assistance
  • Clear path for career advancement as the agency grows
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