Personal Lines Account Manager
About The Position
Manage a portfolio of about 350-450 personal lines accounts, delivering service that feels personal, proactive, and effortless. Be their trusted guide. Answer coverage questions, review policies, and spot opportunities to improve protection before clients even ask. Handle renewals like a pro. Negotiate with carriers, craft clear and compelling proposals, and ensure smooth, timely delivery. Grow the relationship. Quote new lines of coverage, identify coverage gaps, and cross-sell when it truly benefits the client. Keep it all running smoothly. Process applications, endorsements, renewals, and cancellations accurately and efficiently. Build bridges. Work closely with carrier partners, underwriters, and marketing reps to deliver the best outcomes. Lift others up. Share your expertise and mentor newer teammates because when one of us wins, we all win. Stay organized and dependable. Communicate clearly, follow through on every commitment, and always deliver with care.
Requirements
- Licensing: Active Property & Casualty license (or ability to obtain within 90 days of hire).
- Experience: 3-4+ years in personal lines insurance with direct client service responsibilities; independent agency experience preferred.
- Technical Skills: Proficiency in Microsoft Office; comfort learning insurance management systems such as AMS360.
- Communication: Clear, professional communication (both written and verbal) with strong listening skills and a genuine, service-oriented tone.
- Organization: Ability to juggle multiple priorities and meet deadlines while maintaining accuracy and composure under pressure.
- Problem Solving: Confidence to handle most client needs independently and resourcefulness to find answers when needed.
- Teamwork: A collaborative mindset that supports colleagues and contributes to our shared client success.
- Growth Mindset: A drive to keep learning, improving, and advancing your insurance expertise.
- Integrity: Ethical, accountable, and professional; you do the right thing, even when it's not the easy thing.
- Education: High school diploma required; associate degree or higher preferred.
Nice To Haves
- independent agency experience
- associate degree or higher
Responsibilities
- Manage a portfolio of about 350-450 personal lines accounts
- Answer coverage questions, review policies, and spot opportunities to improve protection
- Handle renewals
- Quote new lines of coverage, identify coverage gaps, and cross-sell
- Process applications, endorsements, renewals, and cancellations
- Work closely with carrier partners, underwriters, and marketing reps
- Share your expertise and mentor newer teammates
- Communicate clearly and follow through on every commitment
Benefits
- A family-friendly environment
- A clear path for career growth through mentorship, training, and continuing education
- Competitive wages and full benefits: Medical, Dental, Vision, Life, Disability, FSA, a wide range of voluntary benefits, and a robust Wellness Program. Plus, a 401(k) with company match and profit sharing.
- Excellent work/life harmony with a 37.5-hour work week, generous paid time off, Flex Fridays, and other scheduling flexibility
- An endless supply of popcorn, great coffee, and flavored water
- Access to an on-site fitness center, employee café, and a modern, ergonomic office
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Insurance Carriers and Related Activities
Education Level
High school or GED
Number of Employees
51-100 employees
