Personal Lines Account Manager

Red Clover HR • Baltimore, MD

1d • $70,000 - $80,000

About The Position

The Personal Lines Account Manager builds and sustains long-term relationships with a dedicated portfolio of clients, serving as their primary point of contact and coordinating with internal teams to deliver services aligned with client expectations and organizational goals. The role manages client relationships proactively, resolves issues, supports retention, and identifies opportunities to grow accounts and improve client satisfaction. The successful candidate is client-focused, organized, solutions-oriented, knowledgeable about insurance products and compliance standards, and comfortable using CRM systems.

Requirements

• Solid understanding of insurance products, including personal and commercial insurance.
• Knowledge of the end-to-end policy lifecycle, including quoting, binding, servicing, renewing, and claims support.
• Experience handling a client portfolio or managing policy lifecycles.
• Strong written and verbal communication skills for interacting with clients, insurers, and internal teams.
• Previous experience in insurance account management, underwriting, sales support, or customer service.
• Ability to build rapport, manage expectations, and retain long-term clients.
• Knowledge of insurance compliance standards and comfort using CRM systems.

Responsibilities

• Serve as the primary point of contact for a portfolio of clients, providing ongoing support and guidance to ensure satisfaction and retention.
• Manage client insurance policies, including new business onboarding, renewals, endorsements, cancellations, and mid-term adjustments.
• Ensure client interactions, documents, and transactions comply with industry regulations and company policies, and maintain accurate CRM records.
• Assist clients with initiating and navigating claims, advocating for fair and timely resolutions.
• Identify opportunities to expand coverage or offer additional products and services that add client value and support revenue growth.
• Collaborate with underwriting, claims, and support teams to ensure timely and accurate service and resolve client issues efficiently.
• Monitor account performance, prepare reports, and provide insights to clients and internal stakeholders for strategic planning and decision-making.

Benefits

• Medical, dental, and vision coverage with consistently low premiums.
• 401(k) retirement plan and pension.
• Short-term and long-term disability and life insurance.
• Holiday and generous year-end bonuses.
• Annual performance-based salary increases and cost-of-living adjustments.
• Supportive workplace with long-tenured employees and low turnover.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed