Personal Lines Account Manager

Keystone Agency Partners LLC • Coraopolis, PA

19d • Onsite

About The Position

The primary function of the Personal Lines Account Manager is to serve as the primary liaison between clients and insurance carriers, responsible for developing and maintaining professional relationships and delivering outstanding customer service and sales support. This role involves managing a personal lines book of business through new business acquisition, retention strategies, and accurate policy servicing. The Account Manager will handle quoting, claims support, endorsements, and client inquiries while maintaining compliance with agency and carrier guidelines.

Requirements

• High school diploma or GED required
• Minimum of 2 years of Personal Lines insurance experience
• Active Pennsylvania Property & Casualty License required
• Proficiency with Microsoft Office Suite, Applied Epic, CRM system(s), and carrier websites
• Strong written and verbal communication skills, including phone and email etiquette
• Strong client service orientation and ability to build long-term client relationships
• Excellent organizational and time management skills
• Ability to multitask and prioritize in a fast-paced, high-volume environment
• Detail-oriented with a strong sense of accountability and confidentiality
• Comfortable working independently and within a team environment
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• college degree preferred
• CISR designation or equivalent preferred

Responsibilities

• Set up new client accounts in Applied Epic with comprehensive detail.
• Prepare and maintain accurate documentation including quotes, quote sheets, declarations pages, applications, and waiver forms.
• Create and manage open activities, ensuring timely completion and follow-up.
• Maintain accurate data in Epic, including status codes, premiums, commissions, and other reportable fields.
• Develop client relationships to actively cross-sell additional personal and commercial lines.
• Increase sales through account rounding, client referrals, and external business development.
• Evaluate existing policies and provide alternative solutions based on coverage and pricing.
• Present proposals, finalize sales, and obtain required signatures and documentation.
• Proficiently utilize Epic Quotes and carrier rating tools to deliver timely and accurate quotes.
• Provide Letters of Prior Representation (LPRs) as needed for policy replacement.
• Provide accurate, courteous, and proactive client service and communication.
• Address and resolve client issues and inquiries promptly.
• Process changes including applications, payments, corrections, endorsements, cancellations, and proofs of insurance.
• Educate clients on coverage options and support their understanding of risk.
• Monitor policy renewals, perform annual reviews, and proactively initiate remarketing when appropriate.
• Assist clients with the claims process.
• Supply proofs of insurance to financial institutions to meet loan requirements.
• Support the company's vision, goals, and departmental objectives.
• Communicate with management to escalate issues requiring attention.
• Collaborate with colleagues, maintain a positive attitude, and support departmental initiatives.
• Refer clients to other departments for cross-selling opportunities.
• Follow agency payment processes and communicate exceptions as needed.
• Provide receipts and checks for deposit promptly.
• Report accounting issues or errors immediately for resolution.
• Maintain up-to-date knowledge of carrier products, coverages, and underwriting guidelines.
• Understand carrier servicing processes to properly manage client accounts.
• Demonstrate accurate rating and quoting techniques.
• Follow established workflows and procedures to minimize E&O exposure.
• Maintain consistent and accurate client documentation in Epic, including activity logs and notes.
• Utilize Glovebox and other tools for client efficiency.
• Attend all department and company meetings.
• Participate in special projects, as assigned by management.
• Perform other duties as assigned.

Benefits

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED