Personal Lines Account Manager
About The Position
As a Personal Lines Account Manager, you'll serve as a trusted partner to clients by helping them protect what matters most. Your expertise, responsiveness, and commitment to exceptional service will play a key role in strengthening client relationships, supporting retention efforts, and ensuring clients have the coverage solutions they need as their lives evolve. In this role, you'll manage and support a book of personal lines business while partnering with carriers and internal team members to deliver a seamless client experience. You'll help guide clients through policy changes, coverage questions, claims-related concerns, and renewal conversations while maintaining accurate account records and building long-term relationships.
Requirements
- 2 to 4 years of experience in personal lines account management.
- Active Property & Casualty insurance license.
- Strong knowledge of personal lines insurance products, coverages, policy servicing, and carrier procedures.
- Excellent written and verbal communication skills.
- Strong interpersonal skills with a client-focused and professional approach.
- Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving abilities with a solutions-driven mindset.
- Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and Teams.
- Ability to build and maintain productive relationships with clients, carrier partners, and internal team members.
Nice To Haves
- Experience marketing personal lines new business and renewal accounts.
- Familiarity with agency management systems and carrier rating platforms.
- Experience handling claims support, policy reviews, endorsements, and coverage analysis.
- Knowledge of carrier underwriting guidelines and market trends across multiple personal lines products.
- Demonstrated success supporting client retention and long-term account growth.
Responsibilities
- Manage and service a book of personal lines accounts, ensuring clients receive timely, accurate, and professional support.
- Market new and renewal business to secure competitive coverage solutions that align with client needs and risk profiles.
- Respond to client inquiries regarding coverage, premiums, endorsements, policy changes, and account activity.
- Coordinate with carriers, adjusters, and clients to facilitate claims communication and support a positive claims experience.
- Review policies, endorsements, certificates, and related documents for accuracy and alignment with client expectations.
- Maintain detailed account documentation and collaborate with internal team members to support client retention and satisfaction.
Benefits
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, plus separate sick leave
- Competitive 401(k) company match
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
