Personal Lines Account Manager
About The Position
We are a high-growth independent insurance agency focused on delivering personalized risk strategies, trust, and exceptional service. We prioritize long-term client relationships and support our employees through structured career development and continuous learning opportunities. The Personal Lines Account Manager (New Business) is responsible for managing new business client onboarding, processing submissions, quoting personal lines policies (Auto, Home, Umbrella, and Flood), and supporting producers through policy issuance. This full-time onsite role combines client relationship management, carrier communication, and technical Agency Management System (AMS) workflow administration.
Requirements
- Must be legally authorized to work in the United States (required).
- Minimum of 1+ year of experience in insurance account management or customer service.
- Active Property & Casualty (P&C) License required (Texas license preferred or ability to obtain within 30 days of hire).
- Experience with Agency Management Systems (AMS) such as NowCerts and CRM platforms such as InsuredMine.
- Proficiency in Microsoft Office 365 is required.
- Excellent communication, multitasking ability, active listening, carrier rating knowledge, and strong attention to detail.
Nice To Haves
- Personal Lines experience is strongly preferred.
- Fluency in English and Spanish is a strong plus.
Responsibilities
- Serve as the primary point of contact for new Personal Lines clients.
- Conduct coverage reviews to ensure complete asset protection from day one.
- Partner with sales producers to gather underwriting information.
- Submit applications to carriers and MGAs.
- Track quotes and issue binders in a timely manner.
- Maintain organized pipeline stages within InsuredMine.
- Enter accurate client information, coverage notes, and documentation into NowCerts.
- Communicate directly with insurance carriers to resolve underwriting questions.
- Secure competitive pricing and monitor policies through the issuance process.
- During lower-volume periods, proactively contact lost-client lists.
- Manage cross-sell and upsell opportunities to support agency growth.
- Issue policy endorsements, certificates/evidence of insurance, and binders.
- Maintain strict compliance with agency procedures and applicable state regulations.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
